Guardian Capital Advisors’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 |
-7,260
| Closed | -$1.58M | – | 173 |
|
|
2021
Q2 | $1.58M | Buy |
7,260
+1,735
| +31% | +$378K | 0.16% | 87 |
|
|
2021
Q1 | $1.32M | Buy |
5,525
+1,900
| +52% | +$455K | 0.15% | 86 |
|
|
2020
Q4 | $871K | Buy |
3,625
+1,575
| +77% | +$378K | 0.12% | 95 |
|
|
2020
Q3 | $617K | Buy |
+2,050
| New | +$617K | 0.09% | 104 |
|
|
2015
Q1 | – | Sell |
-5,975
| Closed | -$705K | – | 185 |
|
|
2014
Q4 | $705K | Buy |
+5,975
| New | +$705K | 0.11% | 115 |
|