Heritage 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
Q3 | – | Sell |
-33
| Closed | -$4K | – | 538 |
|
|
2022
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 497 |
|
|
2022
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $4K | Sell |
33
-32
| -49% | -$3.88K | ﹤0.01% | 489 |
|
|
2021
Q3 | $9.62K | Hold |
65
| – | – | ﹤0.01% | 440 |
|
|
2021
Q2 | $14.7K | Sell |
65
-115
| -64% | -$26.1K | ﹤0.01% | 431 |
|
|
2021
Q1 | $40.8K | Buy |
180
+115
| +177% | +$26.1K | ﹤0.01% | 354 |
|
|
2020
Q4 | $15K | Hold |
65
| – | – | ﹤0.01% | 434 |
|
|
2020
Q3 | $19.1K | Hold |
65
| – | – | ﹤0.01% | 355 |
|
|
2020
Q2 | $14K | Hold |
65
| – | – | ﹤0.01% | 363 |
|
|
2020
Q1 | $12.6K | Hold |
65
| – | – | ﹤0.01% | 358 |
|
|
2019
Q4 | $13.8K | Hold |
65
| – | – | ﹤0.01% | 406 |
|
|
2019
Q3 | $10K | Hold |
65
| – | – | ﹤0.01% | 389 |
|
|
2019
Q2 | $11K | Buy |
65
+6
| +10% | +$1.02K | ﹤0.01% | 385 |
|
|
2019
Q1 | $10.8K | Buy |
59
+15
| +34% | +$2.74K | ﹤0.01% | 357 |
|
|
2018
Q4 | $6K | Hold |
44
| – | – | ﹤0.01% | 332 |
|
|
2018
Q3 | $7K | Buy |
+44
| New | +$7K | ﹤0.01% | 318 |
|