Jackson Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,032
| Closed | -$2.5M | – | 89 |
|
|
2021
Q2 | $2.5M | Sell |
11,032
-12,418
| -53% | -$2.82M | 0.32% | 77 |
|
|
2021
Q1 | $5.32M | Buy |
23,450
+2,166
| +10% | +$491K | 0.8% | 37 |
|
|
2020
Q4 | $4.95M | Buy |
21,284
+1,608
| +8% | +$374K | 0.68% | 38 |
|
|
2020
Q3 | $5.78M | Buy |
19,676
+3,790
| +24% | +$1.11M | 0.87% | 30 |
|
|
2020
Q2 | $3.43M | Sell |
15,886
-4,208
| -21% | -$908K | 0.61% | 42 |
|
|
2020
Q1 | $4.13M | Buy |
20,094
+7,555
| +60% | +$1.55M | 0.86% | 27 |
|
|
2019
Q4 | $2.68M | Buy |
12,539
+275
| +2% | +$58.8K | 0.44% | 65 |
|
|
2019
Q3 | $2.04M | Buy |
+12,264
| New | +$2.04M | 0.43% | 64 |
|
|
2015
Q1 | – | Sell |
-2,526
| Closed | -$263K | – | 120 |
|
|
2014
Q4 | $263K | Buy |
+2,526
| New | +$263K | 0.09% | 106 |
|