9WM
9258 Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,019
| Closed | -$218K | – | 344 |
|
|
2024
Q1 | $218K | Buy |
3,019
+1
| +0% | +$72 | 0.03% | 317 |
|
|
2023
Q4 | $234K | Buy |
3,018
+63
| +2% | +$4.88K | 0.04% | 284 |
|
|
2023
Q3 | $256K | Hold |
2,955
| – | – | 0.05% | 271 |
|
|
2023
Q2 | $246K | Hold |
2,955
| – | – | 0.05% | 276 |
|
|
2023
Q1 | $302K | Hold |
2,955
| – | – | 0.06% | 251 |
|
|
2022
Q4 | $260K | Sell |
2,955
-673
| -19% | -$59.3K | 0.06% | 268 |
|
|
2022
Q3 | $290K | Sell |
3,628
-264
| -7% | -$21.1K | 0.07% | 243 |
|
|
2022
Q2 | $442K | Sell |
3,892
-262
| -6% | -$29.8K | 0.11% | 191 |
|
|
2022
Q1 | $452K | Sell |
4,154
-109
| -3% | -$11.9K | 0.1% | 208 |
|
|
2021
Q4 | $506K | Sell |
4,263
-33
| -0.8% | -$3.92K | 0.12% | 191 |
|
|
2021
Q3 | $636K | Sell |
4,296
-267
| -6% | -$39.5K | 0.17% | 141 |
|
|
2021
Q2 | $1.04M | Sell |
4,563
-137
| -3% | -$31.1K | 0.28% | 84 |
|
|
2021
Q1 | $1.07M | Sell |
4,700
-84
| -2% | -$19.1K | 0.32% | 72 |
|
|
2020
Q4 | $1.11M | Sell |
4,784
-255
| -5% | -$59.3K | 0.36% | 57 |
|
|
2020
Q3 | $1.54M | Sell |
5,039
-705
| -12% | -$215K | 0.58% | 30 |
|
|
2020
Q2 | $1.24M | Sell |
5,744
-23
| -0.4% | -$4.96K | 0.5% | 40 |
|
|
2020
Q1 | $1.18M | Sell |
5,767
-167
| -3% | -$34K | 0.52% | 42 |
|
|
2019
Q4 | $1.26M | Buy |
5,934
+87
| +1% | +$18.5K | 0.46% | 54 |
|
|
2019
Q3 | $978K | Buy |
5,847
+875
| +18% | +$146K | 0.76% | 37 |
|
|
2019
Q2 | $843K | Sell |
4,972
-81
| -2% | -$13.7K | 0.68% | 47 |
|
|
2019
Q1 | $922K | Buy |
5,053
+124
| +3% | +$22.6K | 0.78% | 40 |
|
|
2018
Q4 | $676K | Buy |
+4,929
| New | +$676K | 0.65% | 49 |
|