JFS Wealth Advisors’s China Mobile Limited CHL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,693
| Closed | -$77K | – | 647 |
|
|
2020
Q4 | $77K | Sell |
2,693
-262
| -9% | -$7.49K | 0.02% | 212 |
|
|
2020
Q3 | $95K | Hold |
2,955
| – | – | 0.02% | 180 |
|
|
2020
Q2 | $99K | Buy |
2,955
+64
| +2% | +$2.14K | 0.03% | 182 |
|
|
2020
Q1 | $109K | Buy |
2,891
+34
| +1% | +$1.28K | 0.03% | 161 |
|
|
2019
Q4 | $121K | Hold |
2,857
| – | – | 0.03% | 175 |
|
|
2019
Q3 | $118K | Hold |
2,857
| – | – | 0.03% | 175 |
|
|
2019
Q2 | $129K | Hold |
2,857
| – | – | 0.03% | 167 |
|
|
2019
Q1 | $146K | Sell |
2,857
-66
| -2% | -$3.37K | 0.04% | 157 |
|
|
2018
Q4 | $140K | Hold |
2,923
| – | – | 0.04% | 154 |
|
|
2018
Q3 | $143K | Buy |
2,923
+80
| +3% | +$3.91K | 0.04% | 164 |
|
|
2018
Q2 | $126K | Sell |
2,843
-115
| -4% | -$5.1K | 0.03% | 173 |
|
|
2018
Q1 | $135K | Buy |
2,958
+325
| +12% | +$14.8K | 0.04% | 172 |
|
|
2017
Q4 | $133K | Buy |
2,633
+204
| +8% | +$10.3K | 0.03% | 177 |
|
|
2017
Q3 | $123K | Buy |
2,429
+291
| +14% | +$14.7K | 0.03% | 173 |
|
|
2017
Q2 | $114K | Buy |
2,138
+342
| +19% | +$18.2K | 0.03% | 165 |
|
|
2017
Q1 | $94K | Hold |
1,796
| – | – | 0.03% | 173 |
|
|
2016
Q4 | $94K | Buy |
1,796
+83
| +5% | +$4.34K | 0.03% | 173 |
|
|
2016
Q3 | $105K | Hold |
1,713
| – | – | 0.03% | 174 |
|
|
2016
Q2 | $99K | Buy |
1,713
+77
| +5% | +$4.45K | 0.03% | 206 |
|
|
2016
Q1 | $91K | Buy |
1,636
+56
| +4% | +$3.12K | 0.03% | 183 |
|
|
2015
Q4 | $89K | Hold |
1,580
| – | – | 0.03% | 188 |
|
|
2015
Q3 | $94K | Buy |
1,580
+160
| +11% | +$9.52K | 0.04% | 159 |
|
|
2015
Q2 | $91K | Sell |
1,420
-40
| -3% | -$2.56K | 0.05% | 132 |
|
|
2015
Q1 | $95K | Sell |
1,460
-540
| -27% | -$35.1K | 0.04% | 133 |
|
|
2014
Q4 | $118K | Sell |
2,000
-100
| -5% | -$5.9K | 0.02% | 118 |
|
|
2014
Q3 | $123K | Sell |
2,100
-250
| -11% | -$14.6K | 0.02% | 108 |
|
|
2014
Q2 | $114K | Buy |
+2,350
| New | +$114K | 0.02% | 117 |
|