BHPW
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Beverly Hills Private Wealth’s New Oriental EDU Stock Holding History

Beverly Hills Private Wealth’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,192
Closed -$326K – 348
2024
Q2 		$326K Buy
4,192
+227
+6% +$18.5K 0.07% 260
2024
Q1 		$344K Sell
3,965
-77
-2% -$6.54K 0.08% 254
2023
Q4 		$296K Sell
4,042
-160
-4% -$11.1K 0.08% 256
2023
Q3 		$246K Sell
4,202
-4,676
-53% -$245K 0.07% 251
2023
Q2 		$510K Buy
+8,878
New +$355K 0.08% 227

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