Burt Wealth Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-16
| Closed | -$3K | – | 342 |
|
|
2019
Q1 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 316 |
|
|
2017
Q3 | – | Sell |
-215
| Closed | -$30K | – | 355 |
|
|
2017
Q2 | $30K | Buy |
+215
| New | +$30K | 0.02% | 225 |
|
|
2017
Q1 | – | Sell |
-215
| Closed | -$19K | – | 355 |
|
|
2016
Q4 | $19K | Hold |
215
| – | – | 0.02% | 233 |
|
|
2016
Q3 | $22K | Hold |
215
| – | – | 0.02% | 214 |
|
|
2016
Q2 | $17K | Sell |
215
-111
| -34% | -$8.78K | 0.02% | 231 |
|
|
2016
Q1 | $26K | Hold |
326
| – | – | 0.02% | 217 |
|
|
2015
Q4 | $26K | Hold |
326
| – | – | 0.02% | 182 |
|
|
2015
Q3 | $19K | Buy |
326
+100
| +44% | +$5.83K | 0.02% | 187 |
|
|
2015
Q2 | $18K | Hold |
226
| – | – | 0.02% | 213 |
|
|
2015
Q1 | $19K | Buy |
+226
| New | +$19K | 0.02% | 196 |
|