Holistic Financial Partners’s China Mobile Limited CHL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,673
| Closed | -$282K | – | 115 |
|
|
2019
Q4 | $282K | Hold |
6,673
| – | – | 0.17% | 77 |
|
|
2019
Q3 | $277K | Hold |
6,673
| – | – | 0.25% | 57 |
|
|
2019
Q2 | $302K | Hold |
6,673
| – | – | 0.3% | 43 |
|
|
2019
Q1 | $340K | Hold |
6,673
| – | – | 0.14% | 75 |
|
|
2018
Q4 | $320K | Hold |
6,673
| – | – | 0.33% | 37 |
|
|
2018
Q3 | $327K | Buy |
+6,673
| New | +$327K | 0.31% | 39 |
|
|
2018
Q2 | – | Sell |
-6,673
| Closed | -$305K | – | 443 |
|
|
2018
Q1 | $305K | Buy |
6,673
+1,633
| +32% | +$74.6K | 0.25% | 40 |
|
|
2017
Q4 | $255K | Buy |
+5,040
| New | +$255K | 0.21% | 52 |
|