Evolution Wealth Advisors’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-115
| Closed | -$16K | – | 640 |
|
2021
Q1 | $16K | Buy |
+115
| New | +$16K | ﹤0.01% | 328 |
|
2020
Q4 | – | Sell |
-62
| Closed | -$9K | – | 592 |
|
2020
Q3 | $9K | Sell |
62
-26
| -30% | -$3.77K | ﹤0.01% | 368 |
|
2020
Q2 | $11K | Sell |
88
-37
| -30% | -$4.63K | ﹤0.01% | 273 |
|
2020
Q1 | $14K | Buy |
+125
| New | +$14K | 0.01% | 182 |
|
2019
Q4 | – | Sell |
-125
| Closed | -$14K | – | 641 |
|
2019
Q3 | $14K | Buy |
+125
| New | +$14K | 0.01% | 137 |
|