AWM
AABA
Aries Wealth Management’s Altaba Inc. Common Stock AABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,150
| Closed | -$221K | – | 168 |
|
|
2019
Q2 | $221K | Hold |
3,150
| – | – | 0.15% | 137 |
|
|
2019
Q1 | $233K | Buy |
+3,150
| New | +$233K | 0.17% | 124 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$204K | – | 137 |
|
|
2018
Q3 | $204K | Sell |
3,000
-1,000
| -25% | -$68K | 0.18% | 126 |
|
|
2018
Q2 | $294K | Hold |
4,000
| – | – | 0.27% | 90 |
|
|
2018
Q1 | $283K | Hold |
4,000
| – | – | 0.27% | 93 |
|
|
2017
Q4 | $297K | Buy |
+4,000
| New | +$297K | 0.27% | 91 |
|