Balasa Dinverno & Foltz’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-743
| Closed | -$218K | – | 295 |
|
|
2020
Q3 | $218K | Buy |
+743
| New | +$218K | 0.02% | 241 |
|
|
2020
Q2 | – | Sell |
-1,796
| Closed | -$349K | – | 239 |
|
|
2020
Q1 | $349K | Sell |
1,796
-21
| -1% | -$4.08K | 0.04% | 169 |
|
|
2019
Q4 | $385K | Buy |
1,817
+286
| +19% | +$60.6K | 0.04% | 183 |
|
|
2019
Q3 | $256K | Buy |
1,531
+200
| +15% | +$33.4K | 0.03% | 211 |
|
|
2019
Q2 | $226K | Buy |
+1,331
| New | +$226K | 0.03% | 222 |
|