APW
Axim Planning & Wealth’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,253
| Closed | -$330K | – | 25 |
|
|
2023
Q4 | $330K | Sell |
4,253
-2,105
| -33% | -$163K | 0.3% | 13 |
|
|
2023
Q3 | $551K | Sell |
6,358
-20,278
| -76% | -$1.76M | 0.49% | 10 |
|
|
2023
Q2 | $2.22M | Sell |
26,636
-4,039
| -13% | -$337K | 1.99% | 5 |
|
|
2023
Q1 | $3.13M | Sell |
30,675
-6,290
| -17% | -$643K | 3.1% | 5 |
|
|
2022
Q4 | $3.26M | Buy |
36,965
+33,007
| +834% | +$2.91M | 3.35% | 5 |
|
|
2022
Q3 | $317K | Buy |
3,958
+955
| +32% | +$76.5K | 0.31% | 13 |
|
|
2022
Q2 | $341K | Buy |
+3,003
| New | +$341K | 0.26% | 10 |
|