Lyell Wealth Management’s NetEase NTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,010
| Closed | -$1.15M | – | 186 |
|
|
2021
Q2 | $1.15M | Hold |
10,010
| – | – | 0.14% | 95 |
|
|
2021
Q1 | $1.03M | Buy |
10,010
+10
| +0.1% | +$1.03K | 0.15% | 93 |
|
|
2020
Q4 | $958K | Hold |
10,000
| – | – | 0.15% | 85 |
|
|
2020
Q3 | $909K | Hold |
10,000
| – | – | 0.17% | 82 |
|
|
2020
Q2 | $859K | Hold |
10,000
| – | – | 0.19% | 73 |
|
|
2020
Q1 | $642K | Hold |
10,000
| – | – | 0.19% | 75 |
|
|
2019
Q4 | $613K | Hold |
10,000
| – | – | 0.16% | 80 |
|
|
2019
Q3 | $532K | Hold |
10,000
| – | – | 0.16% | 82 |
|
|
2019
Q2 | $512K | Hold |
10,000
| – | – | 0.15% | 88 |
|
|
2019
Q1 | $483K | Hold |
10,000
| – | – | 0.16% | 87 |
|
|
2018
Q4 | $471K | Hold |
10,000
| – | – | 0.2% | 81 |
|
|
2018
Q3 | $457K | Buy |
10,000
+2,650
| +36% | +$121K | 0.15% | 88 |
|
|
2018
Q2 | $371K | Sell |
7,350
-15,010
| -67% | -$758K | 0.14% | 88 |
|
|
2018
Q1 | $1.25M | Buy |
22,360
+3,005
| +16% | +$169K | 0.46% | 65 |
|
|
2017
Q4 | $1.34M | Buy |
+19,355
| New | +$1.34M | 0.53% | 61 |
|