TrinityPoint Wealth’s iQIYI IQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,920
| Closed | -$212K | – | 211 |
|
|
2020
Q1 | $212K | Hold |
11,920
| – | – | 0.08% | 180 |
|
|
2019
Q4 | $252K | Sell |
11,920
-200
| -2% | -$4.23K | 0.09% | 187 |
|
|
2019
Q3 | $218K | Sell |
12,120
-3,000
| -20% | -$54K | 0.08% | 197 |
|
|
2019
Q2 | $289K | Buy |
15,120
+1,000
| +7% | +$19.1K | 0.14% | 130 |
|
|
2019
Q1 | $338K | Buy |
14,120
+1,045
| +8% | +$25K | 0.17% | 118 |
|
|
2018
Q4 | $194K | Buy |
+13,075
| New | +$194K | 0.12% | 160 |
|