Berman Capital Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $105K | Sell |
718
-228
| -24% | -$33.3K | 0.02% | 422 |
|
2021
Q2 | $214K | Buy |
946
+20
| +2% | +$4.52K | 0.03% | 223 |
|
2021
Q1 | $209K | Sell |
926
-8
| -0.9% | -$1.81K | 0.04% | 186 |
|
2020
Q4 | $217K | Buy |
934
+134
| +17% | +$31.1K | 0.05% | 154 |
|
2020
Q3 | $234K | Sell |
800
-405
| -34% | -$118K | 0.07% | 133 |
|
2020
Q2 | $259K | Sell |
1,205
-3,216
| -73% | -$691K | 0.07% | 121 |
|
2020
Q1 | $858K | Sell |
4,421
-9,669
| -69% | -$1.88M | 0.28% | 41 |
|
2019
Q4 | $2.99M | Buy |
14,090
+244
| +2% | +$51.7K | 0.86% | 18 |
|
2019
Q3 | $2.32M | Sell |
13,846
-1,977
| -12% | -$331K | 0.72% | 21 |
|
2019
Q2 | $2.68M | Buy |
15,823
+10,564
| +201% | +$1.79M | 0.85% | 20 |
|
2019
Q1 | $959K | Buy |
5,259
+4,040
| +331% | +$737K | 0.32% | 35 |
|
2018
Q4 | $166K | Buy |
+1,219
| New | +$166K | 0.07% | 117 |
|