Independent Solutions Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,244
| Closed | -$1.02M | – | 203 |
|
|
2023
Q2 | $1.02M | Buy |
+12,244
| New | +$1.02M | 0.26% | 90 |
|
|
2021
Q2 | – | Sell |
-1,489
| Closed | -$338K | – | 205 |
|
|
2021
Q1 | $338K | Sell |
1,489
-384
| -21% | -$87.1K | 0.09% | 144 |
|
|
2020
Q4 | $436K | Sell |
1,873
-195
| -9% | -$45.4K | 0.14% | 118 |
|
|
2020
Q3 | $608K | Buy |
2,068
+573
| +38% | +$168K | 0.23% | 83 |
|
|
2020
Q2 | $322K | Buy |
1,495
+315
| +27% | +$67.9K | 0.14% | 116 |
|
|
2020
Q1 | $229K | Buy |
1,180
+12
| +1% | +$2.33K | 0.13% | 117 |
|
|
2019
Q4 | $248K | Buy |
+1,168
| New | +$248K | 0.11% | 141 |
|