SW
SkyOak Wealth’s Baidu BIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,535
| Closed | -$206K | – | 245 |
|
|
2023
Q3 | $206K | Hold |
1,535
| – | – | 0.06% | 215 |
|
|
2023
Q2 | $210K | Hold |
1,535
| – | – | 0.06% | 216 |
|
|
2023
Q1 | $232K | Buy |
+1,535
| New | +$232K | 0.07% | 201 |
|
|
2022
Q1 | – | Sell |
-2,473
| Closed | -$368K | – | 243 |
|
|
2021
Q4 | $368K | Sell |
2,473
-1,000
| -29% | -$149K | 0.09% | 157 |
|
|
2021
Q3 | $534K | Buy |
3,473
+1,300
| +60% | +$200K | 0.14% | 126 |
|
|
2021
Q2 | $443K | Buy |
+2,173
| New | +$443K | 0.12% | 140 |
|
|
2020
Q3 | – | Sell |
-5,995
| Closed | -$719K | – | 208 |
|
|
2020
Q2 | $719K | Buy |
+5,995
| New | +$719K | 0.27% | 94 |
|
|
2020
Q1 | – | Sell |
-4,195
| Closed | -$530K | – | 224 |
|
|
2019
Q4 | $530K | Buy |
+4,195
| New | +$530K | 0.16% | 149 |
|