Institutional & Family Asset Management’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-103
| Closed | -$8K | – | 921 |
|
|
2021
Q2 | $8K | Buy |
103
+28
| +37% | +$2.18K | ﹤0.01% | 629 |
|
|
2021
Q1 | $11K | Sell |
75
-4
| -5% | -$587 | ﹤0.01% | 553 |
|
|
2020
Q4 | $15K | Buy |
79
+5
| +7% | +$949 | ﹤0.01% | 472 |
|
|
2020
Q3 | $11K | Sell |
74
-19
| -20% | -$2.82K | ﹤0.01% | 468 |
|
|
2020
Q2 | $12K | Sell |
93
-5
| -5% | -$645 | ﹤0.01% | 461 |
|
|
2020
Q1 | $11K | Sell |
98
-76
| -44% | -$8.53K | ﹤0.01% | 436 |
|
|
2019
Q4 | $21K | Sell |
174
-16
| -8% | -$1.93K | ﹤0.01% | 426 |
|
|
2019
Q3 | $21K | Hold |
190
| – | – | ﹤0.01% | 396 |
|
|
2019
Q2 | $18K | Buy |
190
+77
| +68% | +$7.3K | ﹤0.01% | 432 |
|
|
2019
Q1 | $10K | Buy |
+113
| New | +$10K | ﹤0.01% | 500 |
|
|
2018
Q4 | – | Sell |
-63
| Closed | -$5K | – | 835 |
|
|
2018
Q3 | $5K | Buy |
63
+24
| +62% | +$1.91K | ﹤0.01% | 607 |
|
|
2018
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 631 |
|
|
2018
Q1 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 655 |
|