Congress Wealth Management’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,369
| Closed | -$370K | – | 647 |
|
|
2023
Q3 | $370K | Sell |
10,369
-9
| -0.1% | -$321 | 0.01% | 496 |
|
|
2023
Q2 | $364K | Buy |
10,378
+29
| +0.3% | +$1.02K | 0.01% | 454 |
|
|
2023
Q1 | $258K | Buy |
+10,349
| New | +$258K | 0.01% | 504 |
|
|
2022
Q4 | – | Sell |
-10,419
| Closed | -$240K | – | 571 |
|
|
2022
Q3 | $240K | Sell |
10,419
-4,171
| -29% | -$96.1K | 0.01% | 500 |
|
|
2022
Q2 | $559K | Sell |
14,590
-66
| -0.5% | -$2.53K | 0.01% | 391 |
|
|
2022
Q1 | $378K | Sell |
14,656
-551
| -4% | -$14.2K | 0.01% | 475 |
|
|
2021
Q4 | $488K | Buy |
+15,207
| New | +$488K | 0.01% | 465 |
|