Bard Financial Services’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,000
| Closed | -$204K | – | 321 |
|
|
2023
Q1 | $204K | Buy |
+2,000
| New | +$204K | 0.02% | 301 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$227K | – | 293 |
|
|
2022
Q2 | $227K | Hold |
2,000
| – | – | 0.02% | 261 |
|
|
2022
Q1 | $218K | Buy |
2,000
+250
| +14% | +$27.3K | 0.02% | 271 |
|
|
2021
Q4 | $208K | Hold |
1,750
| – | – | 0.02% | 267 |
|
|
2021
Q3 | $259K | Sell |
1,750
-1,790
| -51% | -$265K | 0.02% | 237 |
|
|
2021
Q2 | $803K | Hold |
3,540
| – | – | 0.07% | 158 |
|
|
2021
Q1 | $803K | Sell |
3,540
-15
| -0.4% | -$3.4K | 0.08% | 151 |
|
|
2020
Q4 | $827K | Buy |
+3,555
| New | +$827K | 0.08% | 146 |
|