Stratos Wealth Partners’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,350
| Closed | -$238K | – | 1434 |
|
|
2023
Q4 | $238K | Sell |
6,350
-520
| -8% | -$19.5K | ﹤0.01% | 1195 |
|
|
2023
Q3 | $245K | Buy |
+6,870
| New | +$245K | 0.01% | 1096 |
|
|
2021
Q3 | – | Sell |
-26,707
| Closed | -$933K | – | 1229 |
|
|
2021
Q2 | $933K | Buy |
26,707
+610
| +2% | +$21.3K | 0.02% | 569 |
|
|
2021
Q1 | $652K | Buy |
26,097
+6,900
| +36% | +$172K | 0.02% | 624 |
|
|
2020
Q4 | $553K | Buy |
+19,197
| New | +$553K | 0.02% | 643 |
|