Shelton Capital Management’s Kandi Technologies Group KNDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-140,000
| Closed | -$837K | – | 833 |
|
|
2021
Q2 | $837K | Sell |
140,000
-240,000
| -63% | -$1.37M | 0.03% | 291 |
|
|
2021
Q1 | $2.38M | Buy |
380,000
+195,000
| +105% | +$1.5M | 0.08% | 219 |
|
|
2020
Q4 | $1.28M | Buy |
+185,000
| New | +$1.52M | 0.06% | 246 |
|
|
2020
Q2 | – | Sell |
-117,500
| Closed | -$308K | – | 700 |
|
|
2020
Q1 | $308K | Hold |
117,500
| – | – | 0.02% | 389 |
|
|
2019
Q4 | $556K | Hold |
117,500
| – | – | 0.03% | 320 |
|
|
2019
Q3 | $548K | Hold |
117,500
| – | – | 0.03% | 323 |
|
|
2019
Q2 | $579K | Buy |
117,500
+116,841
| +17,730% | +$594K | 0.03% | 310 |
|
|
2019
Q1 | $118K | Sell |
659
-116,841
| -99% | -$724K | 0.46% | 46 |
|
|
2018
Q4 | $427K | Hold |
117,500
| – | – | 0.03% | 351 |
|
|
2018
Q3 | $570K | Hold |
117,500
| – | – | 0.03% | 330 |
|
|
2018
Q2 | $499K | Hold |
117,500
| – | – | 0.03% | 352 |
|
|
2018
Q1 | $570K | Buy |
117,500
+12,500
| +12% | +$72.5K | 0.04% | 323 |
|
|
2017
Q4 | $714K | Hold |
105,000
| – | – | 0.05% | 287 |
|
|
2017
Q3 | $604K | Hold |
105,000
| – | – | 0.04% | 311 |
|
|
2017
Q2 | $467K | Hold |
105,000
| – | – | 0.03% | 378 |
|
|
2017
Q1 | $399K | Hold |
105,000
| – | – | 0.03% | 445 |
|
|
2016
Q4 | $515K | Buy |
105,000
+20,000
| +24% | +$99.2K | 0.04% | 351 |
|
|
2016
Q3 | $467K | Hold |
85,000
| – | – | 0.04% | 391 |
|
|
2016
Q2 | $608K | Hold |
85,000
| – | – | 0.05% | 319 |
|
|
2016
Q1 | $612K | Buy |
85,000
+14,000
| +20% | +$109K | 0.06% | 314 |
|
|
2015
Q4 | $774K | Buy |
71,000
+9,000
| +15% | +$84.8K | 0.07% | 232 |
|
|
2015
Q3 | $326K | Buy |
62,000
+19,000
| +44% | +$131K | 0.04% | 499 |
|
|
2015
Q2 | $389K | Buy |
43,000
+19,000
| +79% | +$205K | 0.04% | 470 |
|
|
2015
Q1 | $297K | Hold |
24,000
| – | – | 0.03% | 606 |
|
|
2014
Q4 | $336K | Buy |
24,000
+2,500
| +12% | +$34.4K | 0.04% | 528 |
|
|
2014
Q3 | $279K | Buy |
21,500
+2,500
| +13% | +$42.4K | 0.04% | 569 |
|
|
2014
Q2 | $269K | Buy |
19,000
+3,188
| +20% | +$40.3K | 0.04% | 617 |
|
|
2014
Q1 | $259K | Hold |
15,812
| – | – | 0.04% | 599 |
|
|
2013
Q4 | $186K | Buy |
15,812
+3,600
| +29% | +$26.8K | 0.03% | 717 |
|
|
2013
Q3 | $95K | Buy |
+12,212
| New | +$64.2K | 0.02% | 683 |
|
Other funds holding KNDI
SM
MWA