BerganKDV 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
Q2 | $176K | Hold |
2,110
| – | – | 0.02% | 236 |
|
|
2023
Q1 | $216K | Hold |
2,110
| – | – | 0.02% | 227 |
|
|
2022
Q4 | $186K | Sell |
2,110
-3,500
| -62% | -$308K | 0.02% | 239 |
|
|
2022
Q3 | $449K | Sell |
5,610
-28
| -0.5% | -$2.24K | 0.05% | 170 |
|
|
2022
Q2 | $641K | Buy |
5,638
+5,500
| +3,986% | +$625K | 0.07% | 155 |
|
|
2022
Q1 | $15K | Sell |
138
-250
| -64% | -$27.2K | ﹤0.01% | 545 |
|
|
2021
Q4 | $46K | Sell |
388
-106
| -21% | -$12.6K | ﹤0.01% | 436 |
|
|
2021
Q3 | $73K | Buy |
494
+250
| +102% | +$36.9K | 0.01% | 357 |
|
|
2021
Q2 | $55K | Buy |
244
+66
| +37% | +$14.9K | 0.01% | 375 |
|
|
2021
Q1 | $40K | Sell |
178
-116
| -39% | -$26.1K | 0.01% | 396 |
|
|
2020
Q4 | $68K | Buy |
294
+224
| +320% | +$51.8K | 0.01% | 317 |
|
|
2020
Q3 | $21K | Sell |
70
-620
| -90% | -$186K | ﹤0.01% | 419 |
|
|
2020
Q2 | $149K | Sell |
690
-190
| -22% | -$41K | 0.03% | 240 |
|
|
2020
Q1 | $171K | Hold |
880
| – | – | 0.04% | 219 |
|
|
2019
Q4 | $187K | Hold |
880
| – | – | 0.03% | 227 |
|
|
2019
Q3 | $147K | Sell |
880
-554
| -39% | -$92.5K | 0.03% | 229 |
|
|
2019
Q2 | $243K | Buy |
1,434
+250
| +21% | +$42.4K | 0.05% | 196 |
|
|
2019
Q1 | $216K | Buy |
1,184
+939
| +383% | +$171K | 0.04% | 203 |
|
|
2018
Q4 | $34K | Buy |
+245
| New | +$34K | 0.01% | 340 |
|