Core Wealth Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-7
| Closed | -$507 | – | 71 |
|
2024
Q1 | $507 | Buy |
+7
| New | +$507 | ﹤0.01% | 249 |
|
2021
Q4 | – | Sell |
-1,147
| Closed | -$170K | – | 210 |
|
2021
Q3 | $170K | Buy |
1,147
+1,097
| +2,194% | +$163K | 0.11% | 44 |
|
2021
Q2 | $11K | Hold |
50
| – | – | 0.01% | 124 |
|
2021
Q1 | $11K | Hold |
50
| – | – | 0.01% | 110 |
|
2020
Q4 | $12K | Buy |
+50
| New | +$12K | 0.01% | 108 |
|
2020
Q2 | – | Sell |
-43
| Closed | -$8K | – | 131 |
|
2020
Q1 | $8K | Buy |
+43
| New | +$8K | 0.01% | 90 |
|