KJWM
Kiley Juergens Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,973
| Closed | -$654K | – | 94 |
|
|
2018
Q3 | $654K | Buy |
3,973
+1,470
| +59% | +$242K | 0.49% | 43 |
|
|
2018
Q2 | $464K | Buy |
2,503
+200
| +9% | +$37.1K | 0.41% | 51 |
|
|
2018
Q1 | $422K | Buy |
2,303
+649
| +39% | +$119K | 0.46% | 50 |
|
|
2017
Q4 | $285K | Buy |
+1,654
| New | +$285K | 0.26% | 63 |
|