BSW Wealth Partners’s Kandi Technologies Group KNDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,304
| Closed | -$58K | – | 123 |
|
|
2019
Q4 | $58K | Sell |
12,304
-10,894
| -47% | -$51.4K | 0.02% | 128 |
|
|
2019
Q3 | $108K | Buy |
23,198
+740
| +3% | +$3.45K | 0.04% | 108 |
|
|
2019
Q2 | $111K | Buy |
22,458
+624
| +3% | +$3.08K | 0.04% | 107 |
|
|
2019
Q1 | $122K | Buy |
+21,834
| New | +$122K | 0.05% | 93 |
|
|
2018
Q4 | – | Sell |
-14,696
| Closed | -$71K | – | 117 |
|
|
2018
Q3 | $71K | Buy |
14,696
+1,600
| +12% | +$7.73K | 0.03% | 137 |
|
|
2018
Q2 | $56K | Sell |
13,096
-940
| -7% | -$4.02K | 0.02% | 93 |
|
|
2018
Q1 | $68K | Buy |
14,036
+1,240
| +10% | +$6.01K | 0.03% | 85 |
|
|
2017
Q4 | $87K | Buy |
+12,796
| New | +$87K | 0.04% | 88 |
|