Baystate Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $25.8K | Buy |
333
+216
| +185% | +$16.7K | ﹤0.01% | 507 |
|
|
2023
Q3 | $10.1K | Hold |
117
| – | – | ﹤0.01% | 579 |
|
|
2023
Q2 | $9.75K | Sell |
117
-115
| -50% | -$9.59K | ﹤0.01% | 580 |
|
|
2023
Q1 | $23.7K | Buy |
232
+58
| +33% | +$5.93K | ﹤0.01% | 437 |
|
|
2022
Q4 | $15K | Hold |
174
| – | – | ﹤0.01% | 505 |
|
|
2022
Q3 | $14K | Hold |
174
| – | – | ﹤0.01% | 485 |
|
|
2022
Q2 | $20K | Sell |
174
-1
| -0.6% | -$115 | ﹤0.01% | 450 |
|
|
2022
Q1 | $19K | Sell |
175
-137
| -44% | -$14.9K | ﹤0.01% | 464 |
|
|
2021
Q4 | $37K | Hold |
312
| – | – | ﹤0.01% | 363 |
|
|
2021
Q3 | $46K | Hold |
312
| – | – | ﹤0.01% | 307 |
|
|
2021
Q2 | $71K | Sell |
312
-1
| -0.3% | -$228 | 0.01% | 240 |
|
|
2021
Q1 | $71K | Sell |
313
-48
| -13% | -$10.9K | 0.01% | 226 |
|
|
2020
Q4 | $84K | Sell |
361
-352
| -49% | -$81.9K | 0.01% | 193 |
|
|
2020
Q3 | $210K | Buy |
713
+402
| +129% | +$118K | 0.03% | 114 |
|
|
2020
Q2 | $67K | Buy |
311
+135
| +77% | +$29.1K | 0.01% | 197 |
|
|
2020
Q1 | $34K | Buy |
+176
| New | +$34K | ﹤0.01% | 228 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$31K | – | 666 |
|
|
2018
Q4 | $31K | Buy |
+200
| New | +$31K | ﹤0.01% | 259 |
|
|
2018
Q3 | – | Sell |
-49
| Closed | -$9K | – | 684 |
|
|
2018
Q2 | $9K | Hold |
49
| – | – | ﹤0.01% | 382 |
|
|
2018
Q1 | $7K | Sell |
49
-1,034
| -95% | -$148K | ﹤0.01% | 383 |
|
|
2017
Q4 | $199K | Buy |
1,083
+1,034
| +2,110% | +$190K | 0.03% | 84 |
|
|
2017
Q3 | $9K | Hold |
49
| – | – | ﹤0.01% | 356 |
|
|
2017
Q2 | $7K | Hold |
49
| – | – | ﹤0.01% | 380 |
|
|
2017
Q1 | $5K | Sell |
49
-100
| -67% | -$10.2K | ﹤0.01% | 384 |
|
|
2016
Q4 | $13K | Buy |
+149
| New | +$13K | ﹤0.01% | 272 |
|