Crestwood Advisors Group’s Qudian QD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-12,050
Closed -$29K 271
2021
Q2
$29K Hold
12,050
﹤0.01% 270
2021
Q1
$27K Sell
12,050
-10,000
-45% -$22.4K ﹤0.01% 261
2020
Q4
$30K Hold
22,050
﹤0.01% 265
2020
Q3
$27K Buy
22,050
+10,000
+83% +$12.2K ﹤0.01% 237
2020
Q2
$20K Buy
+12,050
New +$20K ﹤0.01% 237