TWA
TCI Wealth Advisors’s Baidu BIDU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-30
| Closed | -$7K | – | 2299 |
|
2021
Q1 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 1017 |
|
2020
Q4 | – | Sell |
-100
| Closed | -$13K | – | 1518 |
|
2020
Q3 | $13K | Hold |
100
| – | – | 0.01% | 502 |
|
2020
Q2 | $12K | Sell |
100
-130
| -57% | -$15.6K | 0.01% | 516 |
|
2020
Q1 | $23K | Buy |
230
+130
| +130% | +$13K | 0.01% | 420 |
|
2019
Q4 | $13K | Hold |
100
| – | – | 0.01% | 642 |
|
2019
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 635 |
|
2019
Q2 | $12K | Sell |
100
-12
| -11% | -$1.44K | 0.01% | 572 |
|
2019
Q1 | $18K | Hold |
112
| – | – | 0.01% | 506 |
|
2018
Q4 | $18K | Hold |
112
| – | – | 0.01% | 484 |
|
2018
Q3 | $26K | Hold |
112
| – | – | 0.01% | 434 |
|
2018
Q2 | $27K | Hold |
112
| – | – | 0.01% | 421 |
|
2018
Q1 | $25K | Hold |
112
| – | – | 0.01% | 438 |
|
2017
Q4 | $26K | Hold |
112
| – | – | 0.01% | 446 |
|
2017
Q3 | $28K | Sell |
112
-3
| -3% | -$750 | 0.01% | 404 |
|
2017
Q2 | $21K | Hold |
115
| – | – | 0.01% | 455 |
|
2017
Q1 | $20K | Hold |
115
| – | – | 0.01% | 442 |
|
2016
Q4 | $19K | Hold |
115
| – | – | 0.01% | 493 |
|
2016
Q3 | $21K | Hold |
115
| – | – | 0.01% | 438 |
|
2016
Q2 | $19K | Hold |
115
| – | – | 0.01% | 452 |
|
2016
Q1 | $22K | Hold |
115
| – | – | 0.01% | 422 |
|
2015
Q4 | $22K | Sell |
115
-255
| -69% | -$48.8K | 0.01% | 417 |
|
2015
Q3 | $51K | Hold |
370
| – | – | 0.03% | 279 |
|
2015
Q2 | $74K | Sell |
370
-27
| -7% | -$5.4K | 0.04% | 228 |
|
2015
Q1 | $83K | Sell |
397
-13
| -3% | -$2.72K | 0.05% | 190 |
|
2014
Q4 | $93K | Buy |
410
+379
| +1,223% | +$86K | 0.06% | 186 |
|
2014
Q3 | $7K | Hold |
31
| – | – | ﹤0.01% | 494 |
|
2014
Q2 | $6K | Hold |
31
| – | – | ﹤0.01% | 545 |
|
2014
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 542 |
|
2013
Q4 | $6K | Hold |
31
| – | – | ﹤0.01% | 507 |
|
2013
Q3 | $5K | Hold |
31
| – | – | ﹤0.01% | 475 |
|
2013
Q2 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 519 |
|