WKWM
Walter & Keenan Wealth Management’s Baidu BIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,600
| Closed | -$326K | – | 153 |
|
|
2021
Q2 | $326K | Hold |
1,600
| – | – | 0.11% | 110 |
|
|
2021
Q1 | $348K | Hold |
1,600
| – | – | 0.12% | 111 |
|
|
2020
Q4 | $346K | Buy |
+1,600
| New | +$346K | 0.13% | 105 |
|
|
2019
Q2 | – | Sell |
-1,500
| Closed | -$247K | – | 148 |
|
|
2019
Q1 | $247K | Buy |
1,500
+200
| +15% | +$32.9K | 0.11% | 138 |
|
|
2018
Q4 | $206K | Hold |
1,300
| – | – | 0.09% | 145 |
|
|
2018
Q3 | $297 | Hold |
1,300
| – | – | 0.09% | 131 |
|
|
2018
Q2 | $316K | Hold |
1,300
| – | – | 0.14% | 126 |
|
|
2018
Q1 | $290K | Buy |
+1,300
| New | +$290K | 0.13% | 134 |
|
|
2015
Q1 | – | Sell |
-900
| Closed | -$205K | – | 140 |
|
|
2014
Q4 | $205K | Buy |
+900
| New | +$205K | 0.12% | 133 |
|