OneDigital Investment Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $203K | Hold |
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|
2021
Q1 | $194K | Sell |
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|
2020
Q4 | $193K | Hold |
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|
2020
Q3 | $165K | Hold |
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|
2020
Q2 | $160K | Sell |
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|
2020
Q1 | $151K | Sell |
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|
2019
Q4 | $232K | Hold |
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|
2019
Q3 | $225K | Hold |
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|
2019
Q2 | $229K | Sell |
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|
2019
Q1 | $244K | Sell |
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|
2018
Q4 | $237K | Buy |
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