Pinnacle Wealth Planning Services’s New Oriental EDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,762
Closed -$79K 443
2021
Q4
$79K Buy
3,762
+1,800
+92% +$37.8K 0.02% 401
2021
Q3
$40K Buy
+1,962
New +$40K 0.01% 372
2021
Q1
Sell
-407
Closed -$76K 805
2020
Q4
$76K Buy
+407
New +$76K 0.02% 588