SSWM
Sheets Smith Wealth Management’s Onto Innovation ONTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,336
| Closed | -$439K | – | 378 |
|
|
2021
Q4 | $439K | Hold |
4,336
| – | – | 0.05% | 250 |
|
|
2021
Q3 | $313K | Sell |
4,336
-15
| -0.3% | -$1.08K | 0.04% | 293 |
|
|
2021
Q2 | $318K | Hold |
4,351
| – | – | 0.04% | 294 |
|
|
2021
Q1 | $286K | Hold |
4,351
| – | – | 0.04% | 278 |
|
|
2020
Q4 | $207K | Buy |
+4,351
| New | +$207K | 0.03% | 321 |
|
|
2017
Q2 | – | Sell |
-10,887
| Closed | -$332K | – | 309 |
|
|
2017
Q1 | $332K | Sell |
10,887
-95
| -0.9% | -$2.9K | 0.09% | 219 |
|
|
2016
Q4 | $275K | Buy |
+10,982
| New | +$275K | 0.08% | 239 |
|