Live Oak Private Wealth’s Baidu BIDU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-5,333
| Closed | -$627K | – | 173 |
|
2022
Q3 | $627K | Buy |
5,333
+181
| +4% | +$21.3K | 0.14% | 102 |
|
2022
Q2 | $766K | Buy |
5,152
+389
| +8% | +$57.8K | 0.16% | 98 |
|
2022
Q1 | $630K | Buy |
4,763
+1,099
| +30% | +$145K | 0.12% | 112 |
|
2021
Q4 | $545K | Buy |
3,664
+31
| +0.9% | +$4.61K | 0.1% | 116 |
|
2021
Q3 | $559K | Sell |
3,633
-782
| -18% | -$120K | 0.11% | 118 |
|
2021
Q2 | $900K | Buy |
4,415
+1,176
| +36% | +$240K | 0.2% | 93 |
|
2021
Q1 | $705K | Buy |
3,239
+660
| +26% | +$144K | 0.17% | 94 |
|
2020
Q4 | $558K | Buy |
2,579
+166
| +7% | +$35.9K | 0.16% | 91 |
|
2020
Q3 | $305K | Sell |
2,413
-31
| -1% | -$3.92K | 0.1% | 106 |
|
2020
Q2 | $293K | Buy |
2,444
+152
| +7% | +$18.2K | 0.11% | 110 |
|
2020
Q1 | $231K | Buy |
+2,292
| New | +$231K | 0.24% | 66 |
|