Crestwood Advisors Group’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,449
| Closed | -$337K | – | 265 |
|
|
2020
Q4 | $337K | Buy |
1,449
+162
| +13% | +$37.7K | 0.01% | 207 |
|
|
2020
Q3 | $378K | Sell |
1,287
-468
| -27% | -$137K | 0.01% | 183 |
|
|
2020
Q2 | $379K | Buy |
1,755
+294
| +20% | +$63.5K | 0.02% | 181 |
|
|
2020
Q1 | $284K | Sell |
1,461
-110
| -7% | -$21.4K | 0.01% | 187 |
|
|
2019
Q4 | $333K | Buy |
1,571
+344
| +28% | +$72.9K | 0.01% | 200 |
|
|
2019
Q3 | $205K | Buy |
+1,227
| New | +$205K | 0.01% | 238 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$12K | – | 177 |
|
|
2017
Q1 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 416 |
|