Aufman Associates’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,356
| Closed | -$308K | – | 47 |
|
2021
Q2 | $308K | Buy |
1,356
+12
| +0.9% | +$2.73K | 0.24% | 31 |
|
2021
Q1 | $305K | Hold |
1,344
| – | – | 0.25% | 30 |
|
2020
Q4 | $313K | Hold |
1,344
| – | – | 0.28% | 28 |
|
2020
Q3 | $395K | Sell |
1,344
-100
| -7% | -$29.4K | 0.42% | 22 |
|
2020
Q2 | $311K | Hold |
1,444
| – | – | 0.35% | 27 |
|
2020
Q1 | $281K | Sell |
1,444
-60
| -4% | -$11.7K | 0.39% | 26 |
|
2019
Q4 | $319K | Buy |
+1,504
| New | +$319K | 0.33% | 31 |
|