Venturi Wealth Management’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,972
| Closed | -$47.3K | – | 1289 |
|
|
2024
Q4 | $47.3K | Buy |
1,972
+38
| +2% | +$912 | ﹤0.01% | 1037 |
|
|
2024
Q3 | $49.6K | Buy |
+1,934
| New | +$49.6K | ﹤0.01% | 770 |
|
|
2024
Q1 | – | Sell |
-33
| Closed | -$1.24K | – | 1409 |
|
|
2023
Q4 | $1.24K | Buy |
+33
| New | +$1.24K | ﹤0.01% | 1304 |
|
|
2023
Q3 | – | Sell |
-44
| Closed | -$1.55K | – | 1380 |
|
|
2023
Q2 | $1.55K | Buy |
+44
| New | +$1.55K | ﹤0.01% | 959 |
|