JFS Wealth Advisors’s China Yuchai International CYD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-620
| Closed | -$7K | – | 535 |
|
2020
Q1 | $7K | Hold |
620
| – | – | ﹤0.01% | 367 |
|
2019
Q4 | $8K | Hold |
620
| – | – | ﹤0.01% | 381 |
|
2019
Q3 | $8K | Hold |
620
| – | – | ﹤0.01% | 381 |
|
2019
Q2 | $9K | Hold |
620
| – | – | ﹤0.01% | 371 |
|
2019
Q1 | $10K | Hold |
620
| – | – | ﹤0.01% | 353 |
|
2018
Q4 | $8K | Buy |
620
+70
| +13% | +$903 | ﹤0.01% | 361 |
|
2018
Q3 | $9K | Hold |
550
| – | – | ﹤0.01% | 416 |
|
2018
Q2 | $12K | Hold |
550
| – | – | ﹤0.01% | 351 |
|
2018
Q1 | $12K | Hold |
550
| – | – | ﹤0.01% | 356 |
|
2017
Q4 | $13K | Sell |
550
-611
| -53% | -$14.4K | ﹤0.01% | 363 |
|
2017
Q3 | $26K | Hold |
1,161
| – | – | 0.01% | 290 |
|
2017
Q2 | $21K | Hold |
1,161
| – | – | 0.01% | 296 |
|
2017
Q1 | $16K | Hold |
1,161
| – | – | ﹤0.01% | 324 |
|
2016
Q4 | $16K | Hold |
1,161
| – | – | ﹤0.01% | 324 |
|
2016
Q3 | $13K | Hold |
1,161
| – | – | ﹤0.01% | 360 |
|
2016
Q2 | $13K | Hold |
1,161
| – | – | ﹤0.01% | 363 |
|
2016
Q1 | $11K | Hold |
1,161
| – | – | ﹤0.01% | 379 |
|
2015
Q4 | $12K | Hold |
1,161
| – | – | ﹤0.01% | 372 |
|
2015
Q3 | $14K | Buy |
1,161
+71
| +7% | +$856 | 0.01% | 305 |
|
2015
Q2 | $18K | Hold |
1,090
| – | – | 0.01% | 294 |
|
2015
Q1 | $22K | Hold |
1,090
| – | – | 0.01% | 261 |
|
2014
Q4 | $21K | Hold |
1,090
| – | – | ﹤0.01% | 281 |
|
2014
Q3 | $20K | Hold |
1,090
| – | – | ﹤0.01% | 259 |
|
2014
Q2 | $23K | Buy |
+1,090
| New | +$23K | ﹤0.01% | 250 |
|