Williams Jones Wealth Management’s 1Life Healthcare, Inc. Common Stock ONEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-41,325
| Closed | -$1.37M | – | 520 |
|
2021
Q2 | $1.37M | Sell |
41,325
-225
| -0.5% | -$7.44K | 0.02% | 223 |
|
2021
Q1 | $1.62M | Sell |
41,550
-250
| -0.6% | -$9.77K | 0.03% | 207 |
|
2020
Q4 | $1.83M | Buy |
41,800
+3,500
| +9% | +$153K | 0.03% | 186 |
|
2020
Q3 | $1.09M | Buy |
38,300
+100
| +0.3% | +$2.84K | 0.02% | 200 |
|
2020
Q2 | $1.39M | Buy |
+38,200
| New | +$1.39M | 0.03% | 178 |
|