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Brewin Dolphin Wealth Management’s iQIYI IQ Stock Holding History

Brewin Dolphin Wealth Management’s Portfolio IQ Stock Details IQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,600
Closed -$58.7K – 304
2020
Q3 		$58.7K Sell
2,600
-6,325
-71% -$138K 0.01% 148
2020
Q2 		$207K Hold
8,925
– – 0.04% 99
2020
Q1 		$159K Sell
8,925
-350
-4% -$7.86K 0.09% 73
2019
Q4 		$196K Sell
9,275
-400
-4% -$7.36K 0.09% 77
2019
Q3 		$156K Sell
9,675
-1,500
-13% -$27.5K 0.08% 81
2019
Q2 		$231K Sell
11,175
-400
-3% -$8.27K 0.12% 68
2019
Q1 		$277K Sell
11,575
-350
-3% -$7.73K 0.15% 65
2018
Q4 		$177K Hold
11,925
– – 0.11% 76
2018
Q3 		$323K Buy
11,925
+3,350
+39% +$99.8K 0.17% 62
2018
Q2 		$277K Buy
+8,575
New +$209K 0.16% 60

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return