Fiduciary Group’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,131
| Closed | -$362K | – | 235 |
|
|
2021
Q3 | $362K | Buy |
2,131
+166
| +8% | +$28.2K | 0.04% | 178 |
|
|
2021
Q2 | $394K | Buy |
1,965
+502
| +34% | +$101K | 0.05% | 173 |
|
|
2021
Q1 | $338K | Sell |
1,463
-170
| -10% | -$39.3K | 0.04% | 179 |
|
|
2020
Q4 | $439K | Buy |
1,633
+140
| +9% | +$37.6K | 0.06% | 151 |
|
|
2020
Q3 | $439K | Sell |
1,493
-22
| -1% | -$6.47K | 0.07% | 146 |
|
|
2020
Q2 | $327K | Buy |
1,515
+222
| +17% | +$47.9K | 0.05% | 154 |
|
|
2020
Q1 | $251K | Buy |
1,293
+108
| +9% | +$21K | 0.05% | 148 |
|
|
2019
Q4 | $251K | Buy |
+1,185
| New | +$251K | 0.04% | 176 |
|
|
2019
Q3 | – | Sell |
-1,185
| Closed | -$201K | – | 192 |
|
|
2019
Q2 | $201K | Buy |
+1,185
| New | +$201K | 0.04% | 184 |
|