Exencial Wealth Advisors’s Baidu BIDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,524
Closed -$227K 416
2022
Q2
$227K Sell
1,524
-65
-4% -$9.68K 0.01% 387
2022
Q1
$210K Sell
1,589
-45
-3% -$5.95K 0.01% 422
2021
Q4
$243K Buy
+1,634
New +$243K 0.01% 419
2021
Q3
Sell
-43,459
Closed -$8.86M 337
2021
Q2
$8.86M Buy
43,459
+2,131
+5% +$434K 0.48% 67
2021
Q1
$8.99M Sell
41,328
-407
-1% -$88.5K 0.53% 52
2020
Q4
$9.03M Buy
41,735
+861
+2% +$186K 0.62% 45
2020
Q3
$5.17M Buy
40,874
+5,972
+17% +$756K 0.27% 114
2020
Q2
$4.18M Buy
34,902
+4,135
+13% +$496K 0.36% 95
2020
Q1
$3.1M Buy
+30,767
New +$3.1M 0.55% 67