CWA
Clarus Wealth Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-700
| Closed | -$205K | – | 134 |
|
|
2020
Q3 | $205K | Sell |
700
-152
| -18% | -$44.5K | 0.16% | 117 |
|
|
2020
Q2 | $202K | Buy |
+852
| New | +$202K | 0.17% | 120 |
|
|
2019
Q4 | – | Sell |
-1,204
| Closed | -$201K | – | 143 |
|
|
2019
Q3 | $201K | Buy |
1,204
+356
| +42% | +$59.4K | 0.15% | 134 |
|
|
2019
Q2 | $144K | Sell |
848
-41
| -5% | -$6.96K | 0.1% | 147 |
|
|
2019
Q1 | $162K | Hold |
889
| – | – | 0.12% | 129 |
|
|
2018
Q4 | $122K | Buy |
889
+20
| +2% | +$2.75K | 0.19% | 140 |
|
|
2018
Q3 | $143K | Buy |
869
+186
| +27% | +$30.6K | 0.09% | 171 |
|
|
2018
Q2 | $125K | Buy |
+683
| New | +$125K | 0.09% | 172 |
|