OneDigital Investment Advisors’s SWK Holdings SWKH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,429
| Closed | -$348K | – | 1512 |
|
|
2024
Q3 | $348K | Buy |
25,429
+358
| +1% | +$4.91K | ﹤0.01% | 1087 |
|
|
2024
Q2 | $338K | Buy |
25,071
+2,914
| +13% | +$39.2K | ﹤0.01% | 1050 |
|
|
2024
Q1 | $306K | Buy |
22,157
+536
| +2% | +$7.4K | ﹤0.01% | 905 |
|
|
2023
Q4 | $300K | Sell |
21,621
-776
| -3% | -$10.8K | 0.01% | 907 |
|
|
2023
Q3 | $280K | Buy |
22,397
+166
| +0.7% | +$2.07K | 0.01% | 831 |
|
|
2023
Q2 | $295K | Buy |
+22,231
| New | +$295K | 0.01% | 834 |
|