KFA
Kelleher Financial Advisors’s Baidu BIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,772
| Closed | -$678K | – | 105 |
|
|
2022
Q3 | $678K | Hold |
5,772
| – | – | 0.49% | 42 |
|
|
2022
Q2 | $858K | Buy |
+5,772
| New | +$858K | 0.39% | 42 |
|
|
2018
Q1 | – | Sell |
-4,433
| Closed | -$1.04M | – | 86 |
|
|
2017
Q4 | $1.04M | Sell |
4,433
-1,142
| -20% | -$267K | 1.64% | 14 |
|
|
2017
Q3 | $1.38M | Sell |
5,575
-785
| -12% | -$194K | 2.9% | 6 |
|
|
2017
Q2 | $1.14M | Sell |
6,360
-375
| -6% | -$67K | 2.19% | 11 |
|
|
2017
Q1 | $1.16M | Buy |
6,735
+306
| +5% | +$52.7K | 2.48% | 6 |
|
|
2016
Q4 | $1.06M | Buy |
6,429
+618
| +11% | +$102K | 0.59% | 49 |
|
|
2016
Q3 | $1.06M | Buy |
5,811
+1,274
| +28% | +$232K | 0.6% | 42 |
|
|
2016
Q2 | $749K | Buy |
4,537
+162
| +4% | +$26.7K | 0.45% | 55 |
|
|
2016
Q1 | $835K | Buy |
4,375
+1,310
| +43% | +$250K | 0.46% | 56 |
|
|
2015
Q4 | $579K | Buy |
3,065
+200
| +7% | +$37.8K | 0.39% | 62 |
|
|
2015
Q3 | $393K | Buy |
+2,865
| New | +$393K | 0.26% | 74 |
|