OneDigital Investment Advisors’s US Commodity Index USCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-707
| Closed | -$26K | – | 1080 |
|
|
2019
Q2 | $26K | Sell |
707
-381
| -35% | -$14K | ﹤0.01% | 734 |
|
|
2019
Q1 | $42K | Sell |
1,088
-300
| -22% | -$11.6K | 0.01% | 527 |
|
|
2018
Q4 | $52K | Sell |
1,388
-50
| -3% | -$1.87K | 0.01% | 452 |
|
|
2018
Q3 | $61K | Buy |
1,438
+108
| +8% | +$4.58K | 0.01% | 373 |
|
|
2018
Q2 | $58K | Buy |
1,330
+380
| +40% | +$16.6K | 0.01% | 460 |
|
|
2018
Q1 | $41K | Buy |
950
+200
| +27% | +$8.63K | 0.01% | 580 |
|
|
2017
Q4 | $32K | Buy |
750
+250
| +50% | +$10.7K | ﹤0.01% | 641 |
|
|
2017
Q3 | $20K | Buy |
+500
| New | +$20K | 0.01% | 644 |
|