Axxcess Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,168
| Closed | -$230K | – | 857 |
|
|
2024
Q3 | $230K | Buy |
+2,168
| New | +$230K | 0.01% | 788 |
|
|
2022
Q4 | – | Sell |
-3,526
| Closed | -$282K | – | 612 |
|
|
2022
Q3 | $282K | Sell |
3,526
-208
| -6% | -$16.6K | 0.03% | 410 |
|
|
2022
Q2 | $424K | Buy |
3,734
+333
| +10% | +$37.8K | 0.04% | 332 |
|
|
2022
Q1 | $370K | Buy |
3,401
+1,483
| +77% | +$161K | 0.03% | 421 |
|
|
2021
Q4 | $228K | Buy |
+1,918
| New | +$228K | 0.02% | 554 |
|