OneDigital Investment Advisors’s SPDR S&P Semiconductor ETF XSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-923
| Closed | -$225K | – | 832 |
|
|
2021
Q4 | $225K | Buy |
+923
| New | +$225K | 0.01% | 682 |
|
|
2021
Q3 | – | Sell |
-1,851
| Closed | -$356K | – | 786 |
|
|
2021
Q2 | $356K | Buy |
1,851
+658
| +55% | +$127K | 0.01% | 498 |
|
|
2021
Q1 | $218K | Buy |
1,193
+6
| +0.5% | +$1.1K | 0.01% | 587 |
|
|
2020
Q4 | $203K | Buy |
+1,187
| New | +$203K | 0.01% | 592 |
|