Destination Wealth Management’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-913
Closed -$207K 173
2021
Q2
$207K Sell
913
-70
-7% -$15.9K 0.01% 179
2021
Q1
$223K Buy
983
+76
+8% +$17.2K 0.01% 172
2020
Q4
$211K Buy
907
+49
+6% +$11.4K 0.01% 159
2020
Q3
$252K Buy
+858
New +$252K 0.01% 131
2020
Q1
Sell
-1,262
Closed -$268K 162
2019
Q4
$268K Buy
+1,262
New +$268K 0.01% 139
2019
Q3
Sell
-1,569
Closed -$266K 171
2019
Q2
$266K Buy
1,569
+366
+30% +$62.1K 0.01% 126
2019
Q1
$219K Sell
1,203
-2,281
-65% -$415K 0.01% 138
2018
Q4
$478K Buy
3,484
+1,510
+76% +$207K 0.03% 112
2018
Q3
$325K Buy
1,974
+1,233
+166% +$203K 0.02% 128
2018
Q2
$137K Sell
741
-29
-4% -$5.36K 0.01% 160
2018
Q1
$141K Buy
+770
New +$141K 0.01% 159