JFA
Johanson Financial Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $853K | Sell |
7,179
-2,995
| -29% | -$356K | 0.26% | 68 |
|
|
2021
Q3 | $1.51M | Sell |
10,174
-2,493
| -20% | -$369K | 0.52% | 45 |
|
|
2021
Q2 | $2.72M | Sell |
12,667
-136
| -1% | -$29.2K | 0.92% | 28 |
|
|
2021
Q1 | $3.06M | Buy |
12,803
+22
| +0.2% | +$5.26K | 1.12% | 27 |
|
|
2020
Q4 | $2.97M | Buy |
12,781
+343
| +3% | +$79.8K | 1.2% | 26 |
|
|
2020
Q3 | $3.59M | Buy |
12,438
+398
| +3% | +$115K | 1.6% | 19 |
|
|
2020
Q2 | $2.6M | Sell |
12,040
-7
| -0.1% | -$1.51K | 1.3% | 24 |
|
|
2020
Q1 | $2.36M | Sell |
12,047
-2,459,787
| -100% | -$481M | 1.36% | 24 |
|
|
2019
Q4 | $11.7M | Buy |
2,471,834
+2,460,030
| +20,841% | +$11.6M | 0.55% | 35 |
|
|
2019
Q3 | $1.98M | Sell |
11,804
-361
| -3% | -$60.4K | 1.03% | 30 |
|
|
2019
Q2 | $2.06M | Buy |
12,165
+300
| +3% | +$50.8K | 1.1% | 31 |
|
|
2019
Q1 | $2.17M | Buy |
11,865
+1,975
| +20% | +$361K | 1.22% | 29 |
|
|
2018
Q4 | $1.35M | Sell |
9,890
-2,925
| -23% | -$400K | 0.91% | 32 |
|
|
2018
Q3 | $2.1M | Buy |
12,815
+222
| +2% | +$36.4K | 1.22% | 26 |
|
|
2018
Q2 | $2.34M | Buy |
12,593
+419
| +3% | +$77.8K | 1.48% | 21 |
|
|
2018
Q1 | $2.23M | Buy |
12,174
+1,230
| +11% | +$226K | 1.48% | 21 |
|
|
2017
Q4 | $1.88M | Buy |
10,944
+4,402
| +67% | +$757K | 1.25% | 24 |
|
|
2017
Q3 | $1.13M | Buy |
6,542
+4,737
| +262% | +$819K | 0.83% | 30 |
|
|
2017
Q2 | $253K | Buy |
+1,805
| New | +$253K | 0.21% | 72 |
|