Perigon Wealth Management’s Baidu BIDU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,186
| Closed | -$325K | – | 571 |
|
2022
Q2 | $325K | Sell |
2,186
-335
| -13% | -$49.8K | 0.03% | 414 |
|
2022
Q1 | $334K | Sell |
2,521
-5
| -0.2% | -$662 | 0.02% | 433 |
|
2021
Q4 | $376K | Sell |
2,526
-271
| -10% | -$40.3K | 0.03% | 402 |
|
2021
Q3 | $430K | Buy |
2,797
+515
| +23% | +$79.2K | 0.04% | 334 |
|
2021
Q2 | $465K | Buy |
2,282
+9
| +0.4% | +$1.83K | 0.04% | 320 |
|
2021
Q1 | $494K | Buy |
2,273
+279
| +14% | +$60.6K | 0.05% | 292 |
|
2020
Q4 | $431K | Buy |
1,994
+227
| +13% | +$49.1K | 0.05% | 271 |
|
2020
Q3 | $224K | Buy |
+1,767
| New | +$224K | 0.03% | 346 |
|
2019
Q4 | – | Sell |
-2,050
| Closed | -$220K | – | 267 |
|
2019
Q3 | $220K | Buy |
+2,050
| New | +$220K | 0.05% | 218 |
|
2018
Q4 | – | Sell |
-1,244
| Closed | -$284K | – | 233 |
|
2018
Q3 | $284K | Buy |
1,244
+187
| +18% | +$42.7K | 0.07% | 182 |
|
2018
Q2 | $257K | Buy |
+1,057
| New | +$257K | 0.08% | 209 |
|
2017
Q1 | – | Sell |
-80
| Closed | -$14K | – | 623 |
|
2016
Q4 | $14K | Hold |
80
| – | – | ﹤0.01% | 515 |
|
2016
Q3 | $15K | Buy |
+80
| New | +$15K | ﹤0.01% | 431 |
|