Carolina Wealth Advisors’s iQIYI IQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-950
| Closed | -$2.72K | – | 326 |
|
|
2024
Q3 | $2.72K | Hold |
950
| – | – | ﹤0.01% | 267 |
|
|
2024
Q2 | $3.49K | Hold |
950
| – | – | ﹤0.01% | 177 |
|
|
2024
Q1 | $4.02K | Hold |
950
| – | – | ﹤0.01% | 179 |
|
|
2023
Q4 | $4.64K | Hold |
950
| – | – | ﹤0.01% | 185 |
|
|
2023
Q3 | $4.5K | Hold |
950
| – | – | ﹤0.01% | 193 |
|
|
2023
Q2 | $5.07K | Hold |
950
| – | – | ﹤0.01% | 182 |
|
|
2023
Q1 | $6.92K | Buy |
+950
| New | +$6.92K | ﹤0.01% | 162 |
|
|
2022
Q4 | – | Sell |
-2,223
| Closed | -$6K | – | 248 |
|
|
2022
Q3 | $6K | Hold |
2,223
| – | – | ﹤0.01% | 161 |
|
|
2022
Q2 | $9K | Hold |
2,223
| – | – | 0.01% | 168 |
|
|
2022
Q1 | $10K | Buy |
2,223
+100
| +5% | +$450 | 0.01% | 181 |
|
|
2021
Q4 | $10K | Hold |
2,123
| – | – | 0.01% | 187 |
|
|
2021
Q3 | $17K | Hold |
2,123
| – | – | 0.01% | 165 |
|
|
2021
Q2 | $33K | Hold |
2,123
| – | – | 0.02% | 143 |
|
|
2021
Q1 | $35K | Buy |
2,123
+500
| +31% | +$8.24K | 0.03% | 147 |
|
|
2020
Q4 | $28K | Buy |
+1,623
| New | +$28K | 0.02% | 101 |
|