Reilly Financial Advisors’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-150
| Closed | -$14K | – | 993 |
|
|
2017
Q4 | $14K | Buy |
150
+30
| +25% | +$2.8K | ﹤0.01% | 576 |
|
|
2017
Q3 | $11K | Hold |
120
| – | – | ﹤0.01% | 614 |
|
|
2017
Q2 | $8K | Hold |
120
| – | – | ﹤0.01% | 675 |
|
|
2017
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 670 |
|
|
2016
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 665 |
|
|
2016
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 608 |
|
|
2016
Q2 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 595 |
|