Valeo Financial Advisors’s Kandi Technologies Group KNDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,000
| Closed | -$19K | – | 1123 |
|
|
2021
Q1 | $19K | Hold |
3,000
| – | – | ﹤0.01% | 1108 |
|
|
2020
Q4 | $21K | Sell |
3,000
-1,952
| -39% | -$13.7K | ﹤0.01% | 994 |
|
|
2020
Q3 | $31K | Sell |
4,952
-6,000
| -55% | -$37.6K | ﹤0.01% | 776 |
|
|
2020
Q2 | $46K | Sell |
10,952
-6,348
| -37% | -$26.7K | ﹤0.01% | 723 |
|
|
2020
Q1 | $47K | Hold |
17,300
| – | – | 0.01% | 609 |
|
|
2019
Q4 | $82K | Hold |
17,300
| – | – | 0.01% | 500 |
|
|
2019
Q3 | $81K | Buy |
17,300
+300
| +2% | +$1.41K | 0.01% | 478 |
|
|
2019
Q2 | $84K | Hold |
17,000
| – | – | 0.01% | 467 |
|
|
2019
Q1 | $95K | Hold |
17,000
| – | – | 0.01% | 422 |
|
|
2018
Q4 | $62K | Hold |
17,000
| – | – | 0.01% | 473 |
|
|
2018
Q3 | $82K | Buy |
17,000
+7,500
| +79% | +$36.2K | 0.01% | 443 |
|
|
2018
Q2 | $38K | Hold |
9,500
| – | – | 0.01% | 602 |
|
|
2018
Q1 | $46K | Buy |
9,500
+2,000
| +27% | +$9.68K | 0.01% | 500 |
|
|
2017
Q4 | $51K | Buy |
+7,500
| New | +$51K | 0.01% | 464 |
|