SWM
Selective Wealth Management’s Baidu BIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50
| Closed | -$6K | – | 178 |
|
|
2022
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 568 |
|
|
2022
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 595 |
|
|
2022
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 565 |
|
|
2021
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 513 |
|
|
2021
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 451 |
|
|
2021
Q2 | $10K | Hold |
50
| – | – | 0.01% | 343 |
|
|
2021
Q1 | $11K | Sell |
50
-43,549
| -100% | -$9.58M | 0.01% | 240 |
|
|
2020
Q4 | $9.43M | Hold |
43,599
| – | – | 6.09% | 5 |
|
|
2020
Q3 | $5.52M | Hold |
43,599
| – | – | 4.33% | 7 |
|
|
2020
Q2 | $5.23M | Hold |
43,599
| – | – | 4.33% | 8 |
|
|
2020
Q1 | $4.39M | Hold |
43,599
| – | – | 6.88% | 6 |
|
|
2019
Q4 | $5.51M | Hold |
43,599
| – | – | 6.67% | 5 |
|
|
2019
Q3 | $4.48M | Buy |
43,599
+4,883
| +13% | +$502K | 6.16% | 7 |
|
|
2019
Q2 | $4.54M | Buy |
38,716
+17,445
| +82% | +$2.05M | 7.35% | 6 |
|
|
2019
Q1 | $3.51M | Buy |
+21,271
| New | +$3.51M | 4.24% | 12 |
|
|
2018
Q3 | $11K | Buy |
+50
| New | +$11K | 0.13% | 80 |
|