CWA
Canvas Wealth Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,107
| Closed | -$369K | – | 144 |
|
|
2021
Q4 | $369K | Sell |
3,107
-15,391
| -83% | -$1.83M | 0.13% | 103 |
|
|
2021
Q3 | $2.74M | Buy |
18,498
+4,325
| +31% | +$640K | 1.12% | 26 |
|
|
2021
Q2 | $3.21M | Buy |
14,173
+2,410
| +20% | +$547K | 1.44% | 20 |
|
|
2021
Q1 | $2.87M | Buy |
+11,763
| New | +$2.87M | 1.67% | 16 |
|