Wealth Management Associates’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,528
| Closed | -$214K | – | 200 |
|
|
2021
Q1 | $214K | Sell |
1,528
-1,216
| -44% | -$170K | 0.14% | 172 |
|
|
2020
Q4 | $510K | Buy |
2,744
+331
| +14% | +$61.5K | 0.33% | 73 |
|
|
2020
Q3 | $361K | Hold |
2,413
| – | – | 0.28% | 90 |
|
|
2020
Q2 | $314K | Sell |
2,413
-100
| -4% | -$13K | 0.26% | 90 |
|
|
2020
Q1 | $272K | Hold |
2,513
| – | – | 0.27% | 86 |
|
|
2019
Q4 | $305K | Sell |
2,513
-171
| -6% | -$20.7K | 0.22% | 105 |
|
|
2019
Q3 | $297K | Buy |
+2,684
| New | +$297K | 0.24% | 102 |
|