BWFA
Baltimore-Washington Financial Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,061
| Closed | -$234K | – | 149 |
|
|
2022
Q2 | $234K | Sell |
2,061
-71,698
| -97% | -$8.14M | 0.03% | 116 |
|
|
2022
Q1 | $16.7M | Buy |
73,759
+33,538
| +83% | +$7.6M | 1.63% | 19 |
|
|
2021
Q4 | $4.78M | Sell |
40,221
-30,218
| -43% | -$3.59M | 0.39% | 72 |
|
|
2021
Q3 | $10.4M | Sell |
70,439
-5,382
| -7% | -$797K | 0.92% | 45 |
|
|
2021
Q2 | $17.2M | Buy |
75,821
+2,062
| +3% | +$468K | 1.6% | 22 |
|
|
2021
Q1 | $16.7M | Buy |
73,759
+1,378
| +2% | +$312K | 1.7% | 19 |
|
|
2020
Q4 | $16.8M | Buy |
72,381
+2,709
| +4% | +$630K | 1.84% | 13 |
|
|
2020
Q3 | $20.5M | Sell |
69,672
-1,289
| -2% | -$379K | 2.65% | 6 |
|
|
2020
Q2 | $15.3M | Buy |
70,961
+2,705
| +4% | +$583K | 2.11% | 9 |
|
|
2020
Q1 | $13.3M | Buy |
68,256
+2,310
| +4% | +$449K | 2.39% | 6 |
|
|
2019
Q4 | $14M | Buy |
65,946
+4,090
| +7% | +$867K | 2.05% | 11 |
|
|
2019
Q3 | $10.3M | Sell |
61,856
-347
| -0.6% | -$58K | 1.7% | 18 |
|
|
2019
Q2 | $10.5M | Sell |
62,203
-1
| -0% | -$169 | 1.77% | 15 |
|
|
2019
Q1 | $11.3M | Buy |
62,204
+4,764
| +8% | +$869K | 1.99% | 12 |
|
|
2018
Q4 | $7.87M | Sell |
57,440
-857
| -1% | -$117K | 1.63% | 25 |
|
|
2018
Q3 | $9.61M | Buy |
58,297
+4,113
| +8% | +$678K | 1.74% | 22 |
|
|
2018
Q2 | $10.1M | Buy |
54,184
+2,278
| +4% | +$423K | 2% | 13 |
|
|
2018
Q1 | $9.53M | Buy |
51,906
+5,881
| +13% | +$1.08M | 2.08% | 13 |
|
|
2017
Q4 | $7.94M | Buy |
46,025
+4,761
| +12% | +$821K | 1.67% | 24 |
|
|
2017
Q3 | $7.13M | Buy |
41,264
+5,618
| +16% | +$970K | 1.62% | 28 |
|
|
2017
Q2 | $5.02M | Buy |
+35,646
| New | +$5.02M | 1.21% | 47 |
|