HM Payson & Co’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$5K | – | 974 |
|
|
2022
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 856 |
|
|
2022
Q2 | $8K | Sell |
200
-423
| -68% | -$16.9K | ﹤0.01% | 839 |
|
|
2022
Q1 | $16K | Hold |
623
| – | – | ﹤0.01% | 780 |
|
|
2021
Q4 | $20K | Hold |
623
| – | – | ﹤0.01% | 762 |
|
|
2021
Q3 | $16K | Sell |
623
-100
| -14% | -$2.57K | ﹤0.01% | 776 |
|
|
2021
Q2 | $25K | Hold |
723
| – | – | ﹤0.01% | 703 |
|
|
2021
Q1 | $18K | Hold |
723
| – | – | ﹤0.01% | 778 |
|
|
2020
Q4 | $21K | Buy |
723
+123
| +21% | +$3.57K | ﹤0.01% | 762 |
|
|
2020
Q3 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 831 |
|