180 Wealth Advisors’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,131
| Closed | -$126K | – | 362 |
|
|
2021
Q1 | $126K | Buy |
+1,131
| New | +$126K | 0.03% | 341 |
|
|
2019
Q4 | – | Sell |
-2,146
| Closed | -$242K | – | 268 |
|
|
2019
Q3 | $242K | Sell |
2,146
-786
| -27% | -$88.6K | 0.11% | 216 |
|
|
2019
Q2 | $304K | Sell |
2,932
-4
| -0.1% | -$415 | 0.14% | 179 |
|
|
2019
Q1 | $260K | Sell |
2,936
-634
| -18% | -$56.1K | 0.12% | 212 |
|
|
2018
Q4 | $264K | Hold |
3,570
| – | – | 0.12% | 196 |
|
|
2018
Q3 | $264K | Buy |
3,570
+851
| +31% | +$62.9K | 0.12% | 197 |
|
|
2018
Q2 | $257K | Buy |
+2,719
| New | +$257K | 0.13% | 197 |
|