Kings Point Capital Management’s Noah Holdings NOAH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-500
| Closed | -$22K | – | 546 |
|
2021
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 431 |
|
2020
Q4 | $24K | Sell |
500
-2,000
| -80% | -$96K | ﹤0.01% | 401 |
|
2020
Q3 | $65K | Buy |
+2,500
| New | +$65K | 0.01% | 287 |
|
2015
Q3 | – | Sell |
-7,000
| Closed | -$212K | – | 378 |
|
2015
Q2 | $212K | Hold |
7,000
| – | – | 0.05% | 120 |
|
2015
Q1 | $164K | Buy |
7,000
+3,000
| +75% | +$70.3K | 0.04% | 135 |
|
2014
Q4 | $84K | Hold |
4,000
| – | – | 0.02% | 162 |
|
2014
Q3 | $54K | Buy |
+4,000
| New | +$54K | 0.02% | 178 |
|