Carolinas Wealth Consulting’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,500
| Closed | -$91.8K | – | 1097 |
|
|
2022
Q4 | $91.8K | Hold |
4,500
| – | – | 0.02% | 275 |
|
|
2022
Q3 | $104K | Hold |
4,500
| – | – | 0.03% | 239 |
|
|
2022
Q2 | $172K | Hold |
4,500
| – | – | 0.04% | 174 |
|
|
2022
Q1 | $116K | Hold |
4,500
| – | – | 0.03% | 237 |
|
|
2021
Q4 | $144K | Hold |
4,500
| – | – | 0.03% | 219 |
|
|
2021
Q3 | $118K | Hold |
4,500
| – | – | 0.03% | 223 |
|
|
2021
Q2 | $157K | Buy |
4,500
+2,000
| +80% | +$69.8K | 0.03% | 199 |
|
|
2021
Q1 | $63K | Buy |
+2,500
| New | +$63K | 0.02% | 329 |
|