Beach Investment Management’s Alibaba BABA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,490	Closed	-$245K	–	33
2018 Q3	$245K	Sell	1,490 -6,490	-81%	-$1.07M	0.38%	37
2018 Q2	$1.48M	Buy	7,980 +2,770	+53%	+$514K	2.45%	18
2018 Q1	$956K	Buy	+5,210	New	+$956K	1.55%	25