FVWA
Foster Victor Wealth Advisors’s NetEase NTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-39,920
| Closed | -$4.6M | – | 144 |
|
|
2021
Q2 | $4.6M | Buy |
39,920
+11,192
| +39% | +$1.29M | 0.77% | 43 |
|
|
2021
Q1 | $3.05M | Buy |
28,728
+9,569
| +50% | +$1.02M | 0.57% | 54 |
|
|
2020
Q4 | $1.84M | Buy |
19,159
+17,026
| +798% | +$1.63M | 0.42% | 56 |
|
|
2020
Q3 | $970K | Buy |
2,133
+1,048
| +97% | +$477K | 0.26% | 67 |
|
|
2020
Q2 | $466K | Buy |
+1,085
| New | +$466K | 0.15% | 77 |
|