KLI
Kelman-Lazarov Inc’s Baidu BIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,021
| Closed | -$237K | – | 98 |
|
|
2019
Q2 | $237K | Sell |
2,021
-1,550
| -43% | -$182K | 0.12% | 84 |
|
|
2019
Q1 | $589K | Sell |
3,571
-874
| -20% | -$144K | 0.31% | 56 |
|
|
2018
Q4 | $705K | Sell |
4,445
-956
| -18% | -$152K | 0.44% | 50 |
|
|
2018
Q3 | $1.24M | Sell |
5,401
-250
| -4% | -$57.2K | 0.72% | 37 |
|
|
2018
Q2 | $1.37M | Sell |
5,651
-125
| -2% | -$30.4K | 0.74% | 41 |
|
|
2018
Q1 | $1.29M | Sell |
5,776
-194
| -3% | -$43.3K | 0.69% | 41 |
|
|
2017
Q4 | $1.4M | Sell |
5,970
-50
| -0.8% | -$11.7K | 0.71% | 42 |
|
|
2017
Q3 | $1.49M | Sell |
6,020
-55
| -0.9% | -$13.6K | 0.79% | 35 |
|
|
2017
Q2 | $1.09M | Sell |
6,075
-1,129
| -16% | -$202K | 0.6% | 53 |
|
|
2017
Q1 | $1.24M | Sell |
7,204
-100
| -1% | -$17.3K | 0.8% | 43 |
|
|
2016
Q4 | $1.2M | Sell |
7,304
-30
| -0.4% | -$4.93K | 0.68% | 49 |
|
|
2016
Q3 | $1.35M | Sell |
7,334
-850
| -10% | -$156K | 0.77% | 42 |
|
|
2016
Q2 | $1.35M | Buy |
8,184
+30
| +0.4% | +$4.96K | 0.77% | 40 |
|
|
2016
Q1 | $1.55M | Buy |
+8,154
| New | +$1.55M | 0.91% | 33 |
|