OneDigital Investment Advisors’s Sierra Wireless SWIR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,603
| Closed | -$225K | – | 807 |
|
|
2022
Q2 | $225K | Sell |
9,603
-2,397
| -20% | -$56.2K | 0.01% | 628 |
|
|
2022
Q1 | $216K | Hold |
12,000
| – | – | 0.01% | 676 |
|
|
2021
Q4 | $211K | Hold |
12,000
| – | – | 0.01% | 697 |
|
|
2021
Q3 | $186K | Hold |
12,000
| – | – | 0.01% | 689 |
|
|
2021
Q2 | $228K | Sell |
12,000
-220
| -2% | -$4.18K | 0.01% | 632 |
|
|
2021
Q1 | $180K | Sell |
12,220
-680
| -5% | -$10K | 0.01% | 626 |
|
|
2020
Q4 | $188K | Hold |
12,900
| – | – | 0.01% | 601 |
|
|
2020
Q3 | $144K | Sell |
12,900
-4,000
| -24% | -$44.7K | 0.01% | 559 |
|
|
2020
Q2 | $152K | Buy |
+16,900
| New | +$152K | 0.01% | 556 |
|
|
2018
Q4 | – | Sell |
-2,500
| Closed | -$50K | – | 1305 |
|
|
2018
Q3 | $50K | Hold |
2,500
| – | – | 0.01% | 413 |
|
|
2018
Q2 | $40K | Hold |
2,500
| – | – | 0.01% | 571 |
|
|
2018
Q1 | $41K | Hold |
2,500
| – | – | 0.01% | 583 |
|
|
2017
Q4 | $51K | Sell |
2,500
-200
| -7% | -$4.08K | 0.01% | 505 |
|
|
2017
Q3 | $58K | Sell |
2,700
-675
| -20% | -$14.5K | 0.02% | 351 |
|
|
2017
Q2 | $95K | Buy |
+3,375
| New | +$95K | 0.03% | 324 |
|