KCS Wealth Advisory’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.29M | Sell |
14,899
-173
| -1% | -$15K | 0.55% | 52 |
|
2023
Q2 | $1.26M | Buy |
15,072
+876
| +6% | +$73K | 0.44% | 63 |
|
2023
Q1 | $1.45M | Buy |
14,196
+741
| +6% | +$75.7K | 0.55% | 51 |
|
2022
Q4 | $1.19M | Sell |
13,455
-4,701
| -26% | -$414K | 0.49% | 62 |
|
2022
Q3 | $1.45M | Buy |
18,156
+3,775
| +26% | +$302K | 0.67% | 50 |
|
2022
Q2 | $1.64M | Buy |
14,381
+1,614
| +13% | +$183K | 0.73% | 49 |
|
2022
Q1 | $1.39M | Buy |
12,767
+4,932
| +63% | +$537K | 0.64% | 59 |
|
2021
Q4 | $931K | Buy |
7,835
+446
| +6% | +$53K | 0.37% | 85 |
|
2021
Q3 | $1.09M | Buy |
7,389
+623
| +9% | +$92.2K | 0.52% | 66 |
|
2021
Q2 | $1.53M | Buy |
+6,766
| New | +$1.53M | 0.72% | 45 |
|