Beverly Hills Private Wealth’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,192
| Closed | -$326K | – | 347 |
|
|
2024
Q2 | $326K | Buy |
4,192
+227
| +6% | +$17.6K | 0.07% | 260 |
|
|
2024
Q1 | $344K | Sell |
3,965
-77
| -2% | -$6.69K | 0.08% | 254 |
|
|
2023
Q4 | $296K | Sell |
4,042
-160
| -4% | -$11.7K | 0.08% | 256 |
|
|
2023
Q3 | $246K | Sell |
4,202
-4,676
| -53% | -$274K | 0.07% | 251 |
|
|
2023
Q2 | $510K | Buy |
+8,878
| New | +$510K | 0.08% | 227 |
|