Independent Advisor Alliance’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,246
| Closed | -$26K | – | 642 |
|
|
2022
Q1 | $26K | Sell |
2,246
-339
| -13% | -$3.92K | ﹤0.01% | 651 |
|
|
2021
Q4 | $54K | Sell |
2,585
-504
| -16% | -$10.5K | ﹤0.01% | 653 |
|
|
2021
Q3 | $63K | Sell |
3,089
-637
| -17% | -$13K | ﹤0.01% | 617 |
|
|
2021
Q2 | $305K | Sell |
3,726
-120
| -3% | -$9.82K | 0.02% | 502 |
|
|
2021
Q1 | $538K | Buy |
3,846
+3
| +0.1% | +$420 | 0.03% | 355 |
|
|
2020
Q4 | $714K | Buy |
3,843
+59
| +2% | +$11K | 0.05% | 278 |
|
|
2020
Q3 | $566K | Buy |
3,784
+29
| +0.8% | +$4.34K | 0.04% | 261 |
|
|
2020
Q2 | $489K | Buy |
+3,755
| New | +$489K | 0.05% | 272 |
|