Baldwin Wealth Partners’s Altaba Inc. Common Stock AABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,845
| Closed | -$36K | – | 568 |
|
|
2019
Q3 | $36K | Hold |
1,845
| – | – | 0.01% | 348 |
|
|
2019
Q2 | $128K | Hold |
1,845
| – | – | 0.02% | 224 |
|
|
2019
Q1 | $137K | Hold |
1,845
| – | – | 0.02% | 217 |
|
|
2018
Q4 | $107K | Hold |
1,845
| – | – | 0.02% | 227 |
|
|
2018
Q3 | $126K | Sell |
1,845
-1,000
| -35% | -$68.3K | 0.02% | 230 |
|
|
2018
Q2 | $208K | Hold |
2,845
| – | – | 0.03% | 191 |
|
|
2018
Q1 | $211K | Hold |
2,845
| – | – | 0.03% | 190 |
|
|
2017
Q4 | $199K | Hold |
2,845
| – | – | 0.03% | 195 |
|
|
2017
Q3 | $188K | Sell |
2,845
-172
| -6% | -$11.4K | 0.03% | 192 |
|
|
2017
Q2 | $164K | Buy |
+3,017
| New | +$164K | 0.03% | 203 |
|