Concord Wealth Partners’s CBAK Energy Technology CBAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,800
| Closed | -$3.5K | – | 927 |
|
|
2024
Q3 | $3.5K | Buy |
+2,800
| New | +$3.5K | ﹤0.01% | 685 |
|
|
2024
Q2 | – | Sell |
-2,800
| Closed | -$2.91K | – | 853 |
|
|
2024
Q1 | $2.91K | Hold |
2,800
| – | – | ﹤0.01% | 714 |
|
|
2023
Q4 | $2.94K | Hold |
2,800
| – | – | ﹤0.01% | 682 |
|
|
2023
Q3 | $2.29K | Hold |
2,800
| – | – | ﹤0.01% | 854 |
|
|
2023
Q2 | $3.42K | Hold |
2,800
| – | – | ﹤0.01% | 783 |
|
|
2023
Q1 | $2.46K | Hold |
2,800
| – | – | ﹤0.01% | 783 |
|
|
2022
Q4 | $2.77K | Buy |
+2,800
| New | +$2.77K | ﹤0.01% | 881 |
|
|
2022
Q3 | – | Sell |
-2,800
| Closed | -$3K | – | 302 |
|
|
2022
Q2 | $3K | Hold |
2,800
| – | – | ﹤0.01% | 923 |
|
|
2022
Q1 | $4K | Hold |
2,800
| – | – | ﹤0.01% | 944 |
|
|
2021
Q4 | $4K | Buy |
+2,800
| New | +$4K | ﹤0.01% | 978 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$3K | – | 1049 |
|
|
2021
Q1 | $3K | Hold |
500
| – | – | ﹤0.01% | 748 |
|
|
2020
Q4 | $3K | Buy |
+500
| New | +$3K | ﹤0.01% | 461 |
|