Plante Moran Financial Advisors’s Qudian QD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-135
| Closed | -$1K | – | 867 |
|
|
2019
Q3 | $1K | Buy |
+135
| New | +$1K | ﹤0.01% | 824 |
|
|
2019
Q2 | – | Sell |
-1,050
| Closed | -$5K | – | 828 |
|
|
2019
Q1 | $5K | Hold |
1,050
| – | – | ﹤0.01% | 638 |
|
|
2018
Q4 | $5K | Hold |
1,050
| – | – | ﹤0.01% | 605 |
|
|
2018
Q3 | $5K | Hold |
1,050
| – | – | ﹤0.01% | 590 |
|
|
2018
Q2 | $9K | Hold |
1,050
| – | – | ﹤0.01% | 556 |
|
|
2018
Q1 | $12K | Buy |
+1,050
| New | +$12K | 0.01% | 577 |
|