IFP Advisors’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-180
| Closed | -$10.5K | – | 3121 |
|
|
2023
Q3 | $10.5K | Buy |
+180
| New | +$9.44K | ﹤0.01% | 2236 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3724 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3437 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3360 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3251 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3117 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2995 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3008 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3041 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3226 |
|
|
2019
Q1 | – | Sell |
-101
| Closed | -$6K | – | 2631 |
|
|
2018
Q4 | $6K | Sell |
101
-24
| -19% | -$1.39K | ﹤0.01% | 2752 |
|
|
2018
Q3 | $9K | Buy |
125
+76
| +155% | +$6.3K | ﹤0.01% | 2897 |
|
|
2018
Q2 | $5K | Sell |
49
-91
| -65% | -$8.71K | ﹤0.01% | 3240 |
|
|
2018
Q1 | $13K | Hold |
140
| – | – | ﹤0.01% | 2626 |
|
|
2017
Q4 | $13K | Sell |
140
-15
| -10% | -$1.33K | ﹤0.01% | 2662 |
|
|
2017
Q3 | $14K | Buy |
155
+106
| +216% | +$8.64K | ﹤0.01% | 2821 |
|
|
2017
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 3598 |
|
|
2017
Q1 | $3K | Hold |
49
| – | – | ﹤0.01% | 3510 |
|
|
2016
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 3629 |
|
|
2016
Q3 | $2K | Buy |
+49
| New | +$2.13K | ﹤0.01% | 3565 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$16K | – | 2632 |
|
|
2015
Q4 | $16K | Buy |
+500
| New | +$14.1K | ﹤0.01% | 2287 |
|
Other funds holding EDU
WAM
GAMH
