Executive Wealth Group’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $346K | Buy |
+4,755
| New | +$346K | 0.07% | 50 |
|
|
2021
Q4 | – | Sell |
-1,454
| Closed | -$215K | – | 50 |
|
|
2021
Q3 | $215K | Buy |
1,454
+11
| +0.8% | +$1.63K | 0.13% | 47 |
|
|
2021
Q2 | $327K | Hold |
1,443
| – | – | 0.19% | 42 |
|
|
2021
Q1 | $327K | Buy |
1,443
+17
| +1% | +$3.85K | 0.2% | 41 |
|
|
2020
Q4 | $332K | Hold |
1,426
| – | – | 0.22% | 36 |
|
|
2020
Q3 | $419K | Hold |
1,426
| – | – | 0.32% | 31 |
|
|
2020
Q2 | $308K | Hold |
1,426
| – | – | 0.25% | 35 |
|
|
2020
Q1 | $277K | Hold |
1,426
| – | – | 0.27% | 34 |
|
|
2019
Q4 | $302K | Hold |
1,426
| – | – | 0.23% | 34 |
|
|
2019
Q3 | $238K | Buy |
1,426
+76
| +6% | +$12.7K | 0.19% | 35 |
|
|
2019
Q2 | $229K | Hold |
1,350
| – | – | 0.18% | 36 |
|
|
2019
Q1 | $246K | Buy |
+1,350
| New | +$246K | 0.19% | 32 |
|
|
2018
Q4 | – | Sell |
-1,350
| Closed | -$222K | – | 34 |
|
|
2018
Q3 | $222K | Hold |
1,350
| – | – | 0.18% | 34 |
|
|
2018
Q2 | $250K | Hold |
1,350
| – | – | 0.22% | 32 |
|
|
2018
Q1 | $248K | Hold |
1,350
| – | – | 0.21% | 31 |
|
|
2017
Q4 | $233K | Buy |
+1,350
| New | +$233K | 0.21% | 32 |
|