Jacobi Capital Management’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,050
| Closed | -$106K | – | 921 |
|
|
2021
Q3 | $106K | Sell |
4,050
-1,667
| -29% | -$43.6K | 0.01% | 505 |
|
|
2021
Q2 | $200K | Buy |
5,717
+767
| +15% | +$26.8K | 0.03% | 376 |
|
|
2021
Q1 | $124K | Buy |
4,950
+3,900
| +371% | +$97.7K | 0.02% | 415 |
|
|
2020
Q4 | $30K | Buy |
+1,050
| New | +$30K | ﹤0.01% | 641 |
|