JSA
Jacobson & Schmitt Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-23,565
| Closed | -$1.86M | – | 33 |
|
|
2016
Q1 | $1.86M | Buy |
23,565
+608
| +3% | +$48K | 1.63% | 25 |
|
|
2015
Q4 | $1.87M | Buy |
22,957
+12,563
| +121% | +$1.02M | 1.69% | 27 |
|
|
2015
Q3 | $613K | Sell |
10,394
-11,510
| -53% | -$679K | 0.6% | 29 |
|
|
2015
Q2 | $1.8M | Buy |
21,904
+199
| +0.9% | +$16.4K | 1.66% | 27 |
|
|
2015
Q1 | $1.81M | Buy |
21,705
+97
| +0.4% | +$8.08K | 1.74% | 25 |
|
|
2014
Q4 | $2.25M | Buy |
+21,608
| New | +$2.25M | 2.19% | 26 |
|