Personal CFO Solutions’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,269
| Closed | -$254K | – | 572 |
|
|
2024
Q2 | $254K | Sell |
3,269
-12
| -0.4% | -$933 | 0.04% | 437 |
|
|
2024
Q1 | $285K | Sell |
3,281
-3
| -0.1% | -$260 | 0.04% | 411 |
|
|
2023
Q4 | $241K | Sell |
3,284
-135
| -4% | -$9.89K | 0.04% | 436 |
|
|
2023
Q3 | $200K | Buy |
+3,419
| New | +$200K | 0.04% | 437 |
|
|
2021
Q2 | – | Sell |
-1,733
| Closed | -$243K | – | 450 |
|
|
2021
Q1 | $243K | Buy |
1,733
+88
| +5% | +$12.3K | 0.05% | 325 |
|
|
2020
Q4 | $306K | Buy |
1,645
+84
| +5% | +$15.6K | 0.08% | 240 |
|
|
2020
Q3 | $0 | Buy |
+1,561
| New | – | ﹤0.01% | 193 |
|