Concert Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,992
| Closed | -$440K | – | 174 |
|
|
2017
Q1 | $440K | Sell |
4,992
-81
| -2% | -$7.14K | 0.1% | 276 |
|
|
2016
Q4 | $447K | Sell |
5,073
-1,826
| -26% | -$161K | 0.1% | 275 |
|
|
2016
Q3 | $728K | Buy |
6,899
+1,648
| +31% | +$174K | 0.09% | 288 |
|
|
2016
Q2 | $420K | Buy |
5,251
+87
| +2% | +$6.96K | 0.06% | 375 |
|
|
2016
Q1 | $412K | Sell |
5,164
-161
| -3% | -$12.8K | 0.06% | 388 |
|
|
2015
Q4 | $430K | Buy |
5,325
+375
| +8% | +$30.3K | 0.06% | 390 |
|
|
2015
Q3 | $294K | Sell |
4,950
-1,089
| -18% | -$64.7K | 0.04% | 486 |
|
|
2015
Q2 | $488K | Buy |
+6,039
| New | +$488K | 0.06% | 365 |
|
|
2015
Q1 | – | Sell |
-4,512
| Closed | -$464K | – | 496 |
|
|
2014
Q4 | $464K | Buy |
+4,512
| New | +$464K | 0.07% | 341 |
|