Cassady Schiller Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $509 | Buy |
+6
| New | +$509 | ﹤0.01% | 971 |
|
|
2024
Q1 | – | Sell |
-115
| Closed | -$8.91K | – | 496 |
|
|
2023
Q4 | $8.91K | Hold |
115
| – | – | ﹤0.01% | 329 |
|
|
2023
Q3 | $9.98K | Hold |
115
| – | – | 0.01% | 330 |
|
|
2023
Q2 | $9.59K | Hold |
115
| – | – | 0.01% | 339 |
|
|
2023
Q1 | $11.8K | Hold |
115
| – | – | 0.01% | 309 |
|
|
2022
Q4 | $10.1K | Buy |
+115
| New | +$10.1K | 0.01% | 316 |
|
|
2022
Q1 | – | Sell |
-175
| Closed | -$21K | – | 154 |
|
|
2021
Q4 | $21K | Buy |
+175
| New | +$21K | 0.01% | 267 |
|