Caldwell Trust’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-450
|
|
||||
|
2023
Q4 | $34.9K | Sell |
450
-56
|
|
||||
|
2023
Q3 | $43.9K | Hold |
506
|
|
||||
|
2023
Q2 | $42.2K | Buy |
506
+450
|
|
||||
|
2023
Q1 | $5.72K | Buy |
+56
|
|
||||
|
2022
Q4 | – | Sell |
-25
|
|
||||
|
2022
Q3 | $2K | Sell |
25
-50
|
|
||||
|
2022
Q2 | $8.53K | Sell |
75
-24
|
|
||||
|
2022
Q1 | $10.8K | Sell |
99
-50
|
|
||||
|
2021
Q4 | $17.7K | Hold |
149
|
|
||||
|
2021
Q3 | $22.1K | Sell |
149
-9
|
|
||||
|
2021
Q2 | $35.8K | Hold |
158
|
|
||||
|
2021
Q1 | $35.8K | Sell |
158
-87
|
|
||||
|
2020
Q4 | $57K | Sell |
245
-100
|
|
||||
|
2020
Q3 | $101K | Sell |
345
-24
|
|
||||
|
2020
Q2 | $79.6K | Sell |
369
-460
|
|
||||
|
2020
Q1 | $161K | Buy |
829
+508
|
|
||||
|
2019
Q4 | $68.1K | Buy |
+321
|
|