OneDigital Investment Advisors’s Turning Point Brands TPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-400
| Closed | -$18K | – | 1257 |
|
|
2019
Q1 | $18K | Sell |
400
-605
| -60% | -$27.2K | ﹤0.01% | 764 |
|
|
2018
Q4 | $27K | Buy |
+1,005
| New | +$27K | ﹤0.01% | 608 |
|
|
2018
Q1 | – | Sell |
-1,513
| Closed | -$32K | – | 1378 |
|
|
2017
Q4 | $32K | Buy |
1,513
+3
| +0.2% | +$63 | ﹤0.01% | 640 |
|
|
2017
Q3 | $26K | Buy |
1,510
+396
| +36% | +$6.82K | 0.01% | 561 |
|
|
2017
Q2 | $17K | Buy |
+1,114
| New | +$17K | 0.01% | 805 |
|