HVCM
API
Hel Ved Capital Management’s Agora API Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-321,120
| Closed | -$1.01M | – | 43 |
|
|
2023
Q2 | $1.01M | Sell |
321,120
-214,849
| -40% | -$672K | 0.37% | 19 |
|
|
2023
Q1 | $1.94M | Sell |
535,969
-201,127
| -27% | -$728K | 0.96% | 15 |
|
|
2022
Q4 | $2.88M | Sell |
737,096
-405,316
| -35% | -$1.58M | 1.63% | 9 |
|
|
2022
Q3 | $4.15M | Hold |
1,142,412
| – | – | 3.19% | 11 |
|
|
2022
Q2 | $7.51M | Buy |
+1,142,412
| New | +$7.51M | 4.6% | 7 |
|
|
2021
Q4 | $21.1M | Buy |
+1,298,960
| New | +$21.1M | 13.77% | 3 |
|
|
2021
Q1 | $11.4M | Buy |
+1,142,412
| New | +$11.4M | 9.72% | 5 |
|