Steward Partners Investment Advisory’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-33
| Closed | -$2.12K | – | 4049 |
|
|
2024
Q4 | $2.12K | Buy |
+33
| New | +$2.12K | ﹤0.01% | 3619 |
|
|
2020
Q1 | – | Sell |
-65
| Closed | -$7K | – | 2539 |
|
|
2019
Q4 | $7K | Sell |
65
-103
| -61% | -$11.1K | ﹤0.01% | 2137 |
|
|
2019
Q3 | $18K | Hold |
168
| – | – | ﹤0.01% | 1757 |
|
|
2019
Q2 | $16K | Buy |
+168
| New | +$16K | ﹤0.01% | 1780 |
|
|
2018
Q4 | – | Sell |
-168
| Closed | -$12K | – | 1124 |
|
|
2018
Q3 | $12K | Buy |
+168
| New | +$12K | ﹤0.01% | 1795 |
|