OneDigital Investment Advisors’s Wolfspeed WOLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,349
| Closed | -$233K | – | 1166 |
|
|
2023
Q4 | $233K | Sell |
5,349
-1,994
| -27% | -$86.8K | ﹤0.01% | 1002 |
|
|
2023
Q3 | $280K | Sell |
7,343
-290
| -4% | -$11K | 0.01% | 830 |
|
|
2023
Q2 | $424K | Sell |
7,633
-764
| -9% | -$42.5K | 0.01% | 696 |
|
|
2023
Q1 | $545K | Sell |
8,397
-1,153
| -12% | -$74.9K | 0.01% | 585 |
|
|
2022
Q4 | $659K | Buy |
9,550
+2,969
| +45% | +$205K | 0.02% | 446 |
|
|
2022
Q3 | $680K | Buy |
+6,581
| New | +$680K | 0.03% | 382 |
|
|
2021
Q1 | – | Sell |
-2,002
| Closed | -$212K | – | 708 |
|
|
2020
Q4 | $212K | Buy |
+2,002
| New | +$212K | 0.01% | 575 |
|
|
2020
Q3 | – | Sell |
-3,416
| Closed | -$202K | – | 651 |
|
|
2020
Q2 | $202K | Buy |
+3,416
| New | +$202K | 0.01% | 542 |
|
|
2019
Q4 | – | Sell |
-8,526
| Closed | -$418K | – | 576 |
|
|
2019
Q3 | $418K | Sell |
8,526
-1,216
| -12% | -$59.6K | 0.04% | 310 |
|
|
2019
Q2 | $547K | Buy |
9,742
+7,342
| +306% | +$412K | 0.04% | 234 |
|
|
2019
Q1 | $137K | Buy |
2,400
+100
| +4% | +$5.71K | 0.02% | 328 |
|
|
2018
Q4 | $98K | Sell |
2,300
-100
| -4% | -$4.26K | 0.02% | 341 |
|
|
2018
Q3 | $91K | Buy |
2,400
+50
| +2% | +$1.9K | 0.02% | 289 |
|
|
2018
Q2 | $98K | Hold |
2,350
| – | – | 0.02% | 343 |
|
|
2018
Q1 | $95K | Hold |
2,350
| – | – | 0.02% | 355 |
|
|
2017
Q4 | $87K | Hold |
2,350
| – | – | 0.01% | 376 |
|
|
2017
Q3 | $66K | Sell |
2,350
-2,327
| -50% | -$65.4K | 0.02% | 316 |
|
|
2017
Q2 | $115K | Buy |
+4,677
| New | +$115K | 0.03% | 288 |
|