APP
Avantax Planning Partners’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,516
| Closed | -$344K | – | 341 |
|
|
2021
Q2 | $344K | Buy |
1,516
+610
| +67% | +$138K | 0.02% | 240 |
|
|
2021
Q1 | $205K | Sell |
906
-180
| -17% | -$40.7K | 0.01% | 291 |
|
|
2020
Q4 | $253K | Buy |
1,086
+199
| +22% | +$46.4K | 0.01% | 247 |
|
|
2020
Q3 | $261K | Buy |
+887
| New | +$261K | 0.01% | 248 |
|
|
2018
Q4 | – | Sell |
-651
| Closed | -$107K | – | 360 |
|
|
2018
Q3 | $107K | Buy |
+651
| New | +$107K | 0.01% | 332 |
|
|
2018
Q2 | – | Sell |
-883
| Closed | -$161K | – | 348 |
|
|
2018
Q1 | $161K | Buy |
+883
| New | +$161K | 0.01% | 329 |
|