OneDigital Investment Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-250
| Closed | -$4K | – | 1124 |
|
|
2019
Q2 | $4K | Buy |
250
+225
| +900% | +$3.6K | ﹤0.01% | 1072 |
|
|
2019
Q1 | $0 | Buy |
+25
| New | – | ﹤0.01% | 1204 |
|
|
2018
Q2 | – | Sell |
-471
| Closed | -$17K | – | 1373 |
|
|
2018
Q1 | $17K | Buy |
+471
| New | +$17K | ﹤0.01% | 874 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$4K | – | 1178 |
|
|
2017
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 1100 |
|