Coulter & Justus Financial Services’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,824
| Closed | -$1.15M | – | 96 |
|
|
2023
Q4 | $1.15M | Sell |
14,824
-3,115
| -17% | -$241K | 0.78% | 17 |
|
|
2023
Q3 | $1.56M | Sell |
17,939
-1,042
| -5% | -$90.4K | 1.13% | 17 |
|
|
2023
Q2 | $1.58M | Sell |
18,981
-1,920
| -9% | -$160K | 1.07% | 19 |
|
|
2023
Q1 | $2.14M | Sell |
20,901
-82
| -0.4% | -$8.38K | 1.39% | 19 |
|
|
2022
Q4 | $1.85M | Sell |
20,983
-11,449
| -35% | -$1.01M | 1.26% | 21 |
|
|
2022
Q3 | $2.59M | Sell |
32,432
-376
| -1% | -$30.1K | 2.02% | 16 |
|
|
2022
Q2 | $3.73M | Buy |
+32,808
| New | +$3.73M | 3% | 12 |
|
|
2022
Q1 | – | Sell |
-18,188
| Closed | -$2.16M | – | 17 |
|
|
2021
Q4 | $2.16M | Buy |
+18,188
| New | +$2.16M | 1.7% | 15 |
|