IFP Advisors’s Weibo WB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-642
| Closed | -$66K | – | 4439 |
|
|
2022
Q4 | $66K | Buy |
642
+152
| +31% | +$15.6K | ﹤0.01% | 2040 |
|
|
2022
Q3 | $51K | Buy |
490
+219
| +81% | +$22.8K | ﹤0.01% | 2361 |
|
|
2022
Q2 | $28K | Hold |
271
| – | – | ﹤0.01% | 2595 |
|
|
2022
Q1 | $28K | Buy |
+271
| New | +$28K | ﹤0.01% | 2595 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4628 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4424 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4289 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4101 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3946 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3768 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3674 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3645 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3666 |
|
|
2019
Q1 | – | Sell |
-214
| Closed | -$13K | – | 3423 |
|
|
2018
Q4 | $13K | Buy |
214
+39
| +22% | +$2.37K | ﹤0.01% | 2343 |
|
|
2018
Q3 | $13K | Buy |
175
+119
| +213% | +$8.84K | ﹤0.01% | 2679 |
|
|
2018
Q2 | $5K | Sell |
56
-3,006
| -98% | -$268K | ﹤0.01% | 3241 |
|
|
2018
Q1 | $317K | Hold |
3,062
| – | – | 0.01% | 802 |
|
|
2017
Q4 | $317K | Buy |
3,062
+2,817
| +1,150% | +$292K | 0.01% | 799 |
|
|
2017
Q3 | $24K | Buy |
245
+224
| +1,067% | +$21.9K | ﹤0.01% | 2462 |
|
|
2017
Q2 | $1K | Sell |
21
-134
| -86% | -$6.38K | ﹤0.01% | 3925 |
|
|
2017
Q1 | $8K | Sell |
155
-400
| -72% | -$20.6K | ﹤0.01% | 3032 |
|
|
2016
Q4 | $23K | Sell |
555
-5,824
| -91% | -$241K | ﹤0.01% | 2345 |
|
|
2016
Q3 | $320K | Buy |
6,379
+5,879
| +1,176% | +$295K | 0.02% | 782 |
|
|
2016
Q2 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 2581 |
|