Independent Portfolio Consultants’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-5,695
Closed -$463K 751
2015
Q4
$463K Sell
5,695
-7,280
-56% -$592K 0.14% 208
2015
Q3
$765K Buy
12,975
+11,580
+830% +$683K 0.17% 171
2015
Q2
$115K Sell
1,395
-345
-20% -$28.4K 0.02% 474
2015
Q1
$145K Sell
1,740
-85
-5% -$7.08K 0.03% 418
2014
Q4
$190K Buy
1,825
+1,070
+142% +$111K 0.04% 382
2014
Q3
$67K Buy
+755
New +$67K 0.02% 600