Heritage Wealth Management (Arizona)’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $82.6K | Buy |
938
+424
| +82% | +$37.4K | 0.01% | 437 |
|
|
2022
Q3 | $41K | Sell |
514
-183
| -26% | -$14.6K | 0.01% | 424 |
|
|
2022
Q2 | $79.2K | Sell |
697
-1,020
| -59% | -$116K | 0.03% | 360 |
|
|
2022
Q1 | $187K | Buy |
+1,717
| New | +$187K | 0.05% | 281 |
|
|
2021
Q3 | $273K | Buy |
1,841
+95
| +5% | +$14.1K | 0.1% | 168 |
|
|
2021
Q2 | $396K | Sell |
1,746
-58
| -3% | -$13.2K | 0.15% | 116 |
|
|
2021
Q1 | $409K | Buy |
+1,804
| New | +$409K | 0.23% | 81 |
|