Perigon Wealth Management’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,355
| Closed | -$190K | – | 514 |
|
|
2021
Q1 | $190K | Sell |
1,355
-2,740
| -67% | -$384K | 0.02% | 474 |
|
|
2020
Q4 | $761K | Buy |
4,095
+40
| +1% | +$7.43K | 0.09% | 184 |
|
|
2020
Q3 | $606K | Sell |
4,055
-100
| -2% | -$14.9K | 0.08% | 191 |
|
|
2020
Q2 | $541K | Buy |
4,155
+1,600
| +63% | +$208K | 0.09% | 188 |
|
|
2020
Q1 | $296K | Buy |
+2,555
| New | +$296K | 0.06% | 237 |
|
|
2016
Q4 | – | Sell |
-138
| Closed | -$6K | – | 714 |
|
|
2016
Q3 | $6K | Buy |
+138
| New | +$6K | ﹤0.01% | 533 |
|