KMWM
Keudell/Morrison Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,388
| Closed | -$315K | – | 176 |
|
|
2021
Q2 | $315K | Buy |
1,388
+131
| +10% | +$29.7K | 0.17% | 133 |
|
|
2021
Q1 | $285K | Buy |
1,257
+24
| +2% | +$5.44K | 0.17% | 133 |
|
|
2020
Q4 | $287K | Buy |
1,233
+6
| +0.5% | +$1.4K | 0.18% | 124 |
|
|
2020
Q3 | $361K | Buy |
1,227
+98
| +9% | +$28.8K | 0.23% | 102 |
|
|
2020
Q2 | $244K | Buy |
+1,129
| New | +$244K | 0.2% | 122 |
|