Cambridge Investment Research Advisors’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,423
| Closed | -$315K | – | 3369 |
|
|
2023
Q4 | $315K | Sell |
8,423
-1,335
| -14% | -$49.9K | ﹤0.01% | 2559 |
|
|
2023
Q3 | $348K | Sell |
9,758
-4,460
| -31% | -$159K | ﹤0.01% | 2393 |
|
|
2023
Q2 | $499K | Buy |
14,218
+98
| +0.7% | +$3.44K | ﹤0.01% | 2139 |
|
|
2023
Q1 | $352K | Buy |
+14,120
| New | +$352K | ﹤0.01% | 2344 |
|
|
2022
Q3 | – | Sell |
-5,727
| Closed | -$219K | – | 3121 |
|
|
2022
Q2 | $219K | Sell |
5,727
-5,450
| -49% | -$208K | ﹤0.01% | 2653 |
|
|
2022
Q1 | $288K | Buy |
11,177
+4,485
| +67% | +$116K | ﹤0.01% | 2580 |
|
|
2021
Q4 | $215K | Sell |
6,692
-3,480
| -34% | -$112K | ﹤0.01% | 2832 |
|
|
2021
Q3 | $267K | Buy |
+10,172
| New | +$267K | ﹤0.01% | 2553 |
|
|
2021
Q1 | – | Sell |
-15,675
| Closed | -$452K | – | 2942 |
|
|
2020
Q4 | $452K | Buy |
+15,675
| New | +$452K | ﹤0.01% | 1836 |
|