Adams Chetwood Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $241K | Buy |
+2,218
| New | +$241K | 0.14% | 79 |
|
|
2021
Q4 | – | Sell |
-2,204
| Closed | -$326K | – | 74 |
|
|
2021
Q3 | $326K | Buy |
2,204
+59
| +3% | +$8.73K | 0.24% | 64 |
|
|
2021
Q2 | $486K | Buy |
2,145
+45
| +2% | +$10.2K | 0.34% | 56 |
|
|
2021
Q1 | $476K | Buy |
2,100
+90
| +4% | +$20.4K | 0.36% | 54 |
|
|
2020
Q4 | $468K | Hold |
2,010
| – | – | 0.39% | 50 |
|
|
2020
Q3 | $591K | Hold |
2,010
| – | – | 0.57% | 41 |
|
|
2020
Q2 | $434K | Hold |
2,010
| – | – | 0.44% | 47 |
|
|
2020
Q1 | $404K | Hold |
2,010
| – | – | 0.47% | 45 |
|
|
2019
Q4 | $426K | Buy |
+2,010
| New | +$426K | 0.44% | 44 |
|