Cypress Wealth Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $341K | Hold |
1,869
| – | – | 0.39% | 58 |
|
|
2018
Q4 | $256K | Buy |
1,869
+300
| +19% | +$41.1K | 0.35% | 61 |
|
|
2018
Q3 | $259K | Sell |
1,569
-131
| -8% | -$21.6K | 0.27% | 69 |
|
|
2018
Q2 | $315K | Hold |
1,700
| – | – | 0.34% | 61 |
|
|
2018
Q1 | $312K | Buy |
1,700
+183
| +12% | +$33.6K | 0.34% | 63 |
|
|
2017
Q4 | $262K | Hold |
1,517
| – | – | 0.25% | 72 |
|
|
2017
Q3 | $262K | Hold |
1,517
| – | – | 0.42% | 48 |
|
|
2017
Q2 | $214K | Buy |
+1,517
| New | +$214K | 0.25% | 75 |
|