WealthTrust-Arizona’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 614 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 639 |
|
|
2018
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 580 |
|
|
2018
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 568 |
|
|
2017
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 577 |
|
|
2017
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 570 |
|
|
2017
Q2 | $1K | Sell |
20
-10
| -33% | -$500 | ﹤0.01% | 589 |
|
|
2017
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 542 |
|
|
2016
Q4 | $1K | Buy |
30
+20
| +200% | +$667 | ﹤0.01% | 578 |
|
|
2016
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 620 |
|
|
2016
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 596 |
|
|
2016
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 586 |
|
|
2015
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 592 |
|
|
2015
Q3 | $0 | Sell |
10
-490
| -98% | – | ﹤0.01% | 590 |
|
|
2015
Q2 | $12K | Buy |
500
+100
| +25% | +$2.4K | 0.01% | 367 |
|
|
2015
Q1 | $9K | Buy |
400
+200
| +100% | +$4.5K | 0.01% | 422 |
|
|
2014
Q4 | $4K | Sell |
200
-600
| -75% | -$12K | ﹤0.01% | 500 |
|
|
2014
Q3 | $19K | Buy |
800
+600
| +300% | +$14.3K | 0.02% | 288 |
|
|
2014
Q2 | $5K | Sell |
200
-200
| -50% | -$5K | 0.01% | 489 |
|
|
2014
Q1 | $12K | Sell |
400
-200
| -33% | -$6K | 0.01% | 393 |
|
|
2013
Q4 | $19K | Hold |
600
| – | – | 0.02% | 280 |
|
|
2013
Q3 | $15K | Buy |
600
+500
| +500% | +$12.5K | 0.02% | 287 |
|
|
2013
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 511 |
|