Pinnacle Wealth Planning Services’s China Mobile Limited CHL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-2,169
| Closed | -$62K | – | 2327 |
|
2020
Q4 | $62K | Buy |
+2,169
| New | +$62K | 0.01% | 690 |
|
2020
Q2 | – | Sell |
-5,755
| Closed | -$216K | – | 288 |
|
2020
Q1 | $216K | Sell |
5,755
-1,698
| -23% | -$63.7K | 0.1% | 176 |
|
2019
Q4 | $315K | Buy |
+7,453
| New | +$315K | 0.15% | 142 |
|
2019
Q3 | – | Sell |
-6,623
| Closed | -$300K | – | 217 |
|
2019
Q2 | $300K | Buy |
6,623
+1,098
| +20% | +$49.7K | 0.18% | 114 |
|
2019
Q1 | $282K | Sell |
5,525
-828
| -13% | -$42.3K | 0.19% | 109 |
|
2018
Q4 | $304K | Sell |
6,353
-7,809
| -55% | -$374K | 0.19% | 92 |
|
2018
Q3 | $694K | Buy |
14,162
+4,463
| +46% | +$219K | 0.63% | 41 |
|
2018
Q2 | $431K | Buy |
9,699
+2,653
| +38% | +$118K | 0.42% | 81 |
|
2018
Q1 | $322K | Buy |
7,046
+5,138
| +269% | +$235K | 0.33% | 107 |
|
2017
Q4 | $96K | Buy |
+1,908
| New | +$96K | 0.2% | 90 |
|