OneDigital Investment Advisors’s Tennessee Valley Authority Power Bonds 1999 Series A due May 1, 2029 TVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-500
| Closed | -$12K | – | 1277 |
|
|
2018
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 796 |
|
|
2018
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 999 |
|
|
2018
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 971 |
|
|
2017
Q4 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 924 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$13K | – | 1165 |
|
|
2017
Q2 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 889 |
|