Heritage Trust’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 |
-931
| Closed | -$211K | – | 241 |
|
|
2021
Q2 | $211K | Buy |
+931
| New | +$211K | 0.03% | 233 |
|
|
2019
Q1 | – | Sell |
-485
| Closed | -$67K | – | 196 |
|
|
2018
Q4 | $67K | Hold |
485
| – | – | 0.03% | 188 |
|
|
2018
Q3 | $79K | Buy |
485
+100
| +26% | +$16.3K | 0.03% | 181 |
|
|
2018
Q2 | $71K | Hold |
385
| – | – | 0.03% | 178 |
|
|
2018
Q1 | $71K | Buy |
+385
| New | +$71K | 0.03% | 173 |
|