Integrated Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,826
| Closed | -$299K | – | 294 |
|
|
2016
Q3 | $299K | Sell |
2,826
-550
| -16% | -$58.2K | 0.11% | 166 |
|
|
2016
Q2 | $268K | Buy |
3,376
+70
| +2% | +$5.56K | 0.1% | 174 |
|
|
2016
Q1 | $261K | Buy |
3,306
+50
| +2% | +$3.95K | 0.11% | 152 |
|
|
2015
Q4 | $265K | Sell |
3,256
-500
| -13% | -$40.7K | 0.11% | 143 |
|
|
2015
Q3 | $221K | Buy |
3,756
+1,092
| +41% | +$64.3K | 0.1% | 170 |
|
|
2015
Q2 | $219K | Buy |
2,664
+46
| +2% | +$3.78K | 0.08% | 179 |
|
|
2015
Q1 | $217K | Buy |
+2,618
| New | +$217K | 0.09% | 169 |
|