DWA
Dougherty Wealth Advisers’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-151
| Closed | -$16K | – | 127 |
|
|
2022
Q1 | $16K | Hold |
151
| – | – | 0.02% | 114 |
|
|
2021
Q4 | $18K | Hold |
151
| – | – | 0.03% | 122 |
|
|
2021
Q3 | $22K | Hold |
151
| – | – | 0.03% | 119 |
|
|
2021
Q2 | $34K | Hold |
151
| – | – | 0.05% | 110 |
|
|
2021
Q1 | $34K | Hold |
151
| – | – | 0.05% | 107 |
|
|
2020
Q4 | $35K | Hold |
151
| – | – | 0.06% | 114 |
|
|
2020
Q3 | $44K | Hold |
151
| – | – | 0.15% | 106 |
|
|
2020
Q2 | $33K | Hold |
151
| – | – | 0.12% | 119 |
|
|
2020
Q1 | $29K | Hold |
151
| – | – | 0.12% | 122 |
|
|
2019
Q4 | $32K | Hold |
151
| – | – | 0.1% | 134 |
|
|
2019
Q3 | $25K | Hold |
151
| – | – | 0.08% | 141 |
|
|
2019
Q2 | $26K | Hold |
151
| – | – | 0.07% | 164 |
|
|
2019
Q1 | $28K | Hold |
151
| – | – | 0.09% | 139 |
|
|
2018
Q4 | $25K | Buy |
+151
| New | +$25K | 0.08% | 149 |
|