HCR Wealth Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,856
| Closed | -$696K | – | 188 |
|
|
2021
Q4 | $696K | Sell |
5,856
-1,000
| -15% | -$119K | 0.11% | 117 |
|
|
2021
Q3 | $1.02M | Buy |
6,856
+104
| +2% | +$15.4K | 0.17% | 99 |
|
|
2021
Q2 | $1.53M | Buy |
6,752
+579
| +9% | +$131K | 0.27% | 80 |
|
|
2021
Q1 | $1.4M | Sell |
6,173
-623
| -9% | -$141K | 0.28% | 79 |
|
|
2020
Q4 | $1.58M | Buy |
6,796
+436
| +7% | +$101K | 0.33% | 62 |
|
|
2020
Q3 | $1.89M | Buy |
6,360
+311
| +5% | +$92.2K | 0.43% | 47 |
|
|
2020
Q2 | $1.31M | Sell |
6,049
-154
| -2% | -$33.2K | 0.31% | 57 |
|
|
2020
Q1 | $1.21M | Sell |
6,203
-220
| -3% | -$42.8K | 0.35% | 53 |
|
|
2019
Q4 | $1.36M | Sell |
6,423
-1,255
| -16% | -$266K | 0.33% | 57 |
|
|
2019
Q3 | $1.29M | Buy |
7,678
+1,930
| +34% | +$324K | 0.43% | 54 |
|
|
2019
Q2 | $974K | Sell |
5,748
-5,655
| -50% | -$958K | 0.28% | 68 |
|
|
2019
Q1 | $749K | Sell |
11,403
-1,356
| -11% | -$89.1K | 0.22% | 86 |
|
|
2018
Q4 | $789K | Sell |
12,759
-914
| -7% | -$56.5K | 0.25% | 78 |
|
|
2018
Q3 | $992K | Buy |
13,673
+649
| +5% | +$47.1K | 0.32% | 71 |
|
|
2018
Q2 | $1.11M | Buy |
13,024
+3,530
| +37% | +$301K | 0.36% | 68 |
|
|
2018
Q1 | $1.74M | Buy |
9,494
+350
| +4% | +$64.3K | 0.6% | 36 |
|
|
2017
Q4 | $370K | Buy |
9,144
+7,219
| +375% | +$292K | 0.13% | 121 |
|
|
2017
Q3 | $332K | Buy |
+1,925
| New | +$332K | 0.14% | 122 |
|