JPLA
Joseph P. Lucia & Associates’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-65
| Closed | -$7K | – | 128 |
|
|
2022
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 322 |
|
|
2022
Q1 | $7K | Buy |
+65
| New | +$7K | ﹤0.01% | 340 |
|
|
2021
Q4 | – | Sell |
-286
| Closed | -$42K | – | 158 |
|
|
2021
Q3 | $42K | Buy |
286
+8
| +3% | +$1.18K | 0.02% | 231 |
|
|
2021
Q2 | $63K | Buy |
278
+4
| +1% | +$906 | 0.04% | 203 |
|
|
2021
Q1 | $62K | Buy |
274
+9
| +3% | +$2.04K | 0.03% | 193 |
|
|
2020
Q4 | $62K | Buy |
+265
| New | +$62K | 0.04% | 172 |
|
|
2020
Q3 | – | Sell |
-370
| Closed | -$80K | – | 112 |
|
|
2020
Q2 | $80K | Sell |
370
-10
| -3% | -$2.16K | 0.07% | 150 |
|
|
2020
Q1 | $74K | Buy |
380
+175
| +85% | +$34.1K | 0.08% | 140 |
|
|
2019
Q4 | $43K | Hold |
205
| – | – | 0.04% | 186 |
|
|
2019
Q3 | $34K | Sell |
205
-10
| -5% | -$1.66K | 0.04% | 201 |
|
|
2019
Q2 | $36K | Sell |
215
-34,287
| -99% | -$5.74M | 0.04% | 195 |
|
|
2019
Q1 | $185 | Buy |
+34,502
| New | +$185 | 0.01% | 225 |
|