Glassman Wealth Services’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,207
| Closed | -$45.2K | – | 1082 |
|
|
2023
Q4 | $45.2K | Sell |
1,207
-100
| -8% | -$3.74K | 0.01% | 472 |
|
|
2023
Q3 | $46.6K | Buy |
1,307
+800
| +158% | +$28.5K | 0.01% | 438 |
|
|
2023
Q2 | $17.8K | Buy |
507
+110
| +28% | +$3.86K | ﹤0.01% | 652 |
|
|
2023
Q1 | $9.91K | Sell |
397
-791
| -67% | -$19.7K | ﹤0.01% | 826 |
|
|
2022
Q4 | $24.2K | Buy |
1,188
+1,059
| +821% | +$21.6K | ﹤0.01% | 617 |
|
|
2022
Q3 | $3K | Hold |
129
| – | – | ﹤0.01% | 1138 |
|
|
2022
Q2 | $5K | Sell |
129
-74
| -36% | -$2.87K | ﹤0.01% | 1004 |
|
|
2022
Q1 | $5K | Sell |
203
-81
| -29% | -$2K | ﹤0.01% | 1003 |
|
|
2021
Q4 | $9K | Buy |
284
+36
| +15% | +$1.14K | ﹤0.01% | 833 |
|
|
2021
Q3 | $7K | Buy |
248
+119
| +92% | +$3.36K | ﹤0.01% | 863 |
|
|
2021
Q2 | $5K | Buy |
+129
| New | +$5K | ﹤0.01% | 922 |
|