Laurel Wealth Advisors (California)’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,687
| Closed | -$200K | – | 735 |
|
|
2021
Q4 | $200K | Buy |
1,687
+104
| +7% | +$12.3K | 0.02% | 761 |
|
|
2021
Q3 | $234K | Sell |
1,583
-513
| -24% | -$75.8K | 0.04% | 398 |
|
|
2021
Q2 | $476K | Buy |
2,096
+266
| +15% | +$60.4K | 0.06% | 284 |
|
|
2021
Q1 | $415K | Sell |
1,830
-5,606
| -75% | -$1.27M | 0.06% | 288 |
|
|
2020
Q4 | $1.73M | Buy |
7,436
+5,032
| +209% | +$1.17M | 0.25% | 92 |
|
|
2020
Q3 | $706K | Sell |
2,404
-158
| -6% | -$46.4K | 0.12% | 186 |
|
|
2020
Q2 | $553K | Sell |
2,562
-171
| -6% | -$36.9K | 0.1% | 209 |
|
|
2020
Q1 | $531K | Sell |
2,733
-631
| -19% | -$123K | 0.12% | 188 |
|
|
2019
Q4 | $714K | Sell |
3,364
-764
| -19% | -$162K | 0.12% | 186 |
|
|
2019
Q3 | $690K | Buy |
4,128
+891
| +28% | +$149K | 0.12% | 192 |
|
|
2019
Q2 | $549K | Buy |
3,237
+358
| +12% | +$60.7K | 0.12% | 185 |
|
|
2019
Q1 | $525K | Buy |
2,879
+1,153
| +67% | +$210K | 0.13% | 182 |
|
|
2018
Q4 | $236K | Sell |
1,726
-1,496
| -46% | -$205K | 0.07% | 281 |
|
|
2018
Q3 | $530K | Sell |
3,222
-955
| -23% | -$157K | 0.13% | 176 |
|
|
2018
Q2 | $774K | Buy |
4,177
+950
| +29% | +$176K | 0.21% | 118 |
|
|
2018
Q1 | $592K | Buy |
3,227
+152
| +5% | +$27.9K | 0.18% | 128 |
|
|
2017
Q4 | $530K | Buy |
3,075
+895
| +41% | +$154K | 0.15% | 163 |
|
|
2017
Q3 | $376K | Buy |
2,180
+502
| +30% | +$86.6K | 0.13% | 185 |
|
|
2017
Q2 | $236K | Buy |
+1,678
| New | +$236K | 0.08% | 252 |
|
|
2016
Q2 | – | Sell |
-731
| Closed | -$58K | – | 255 |
|
|
2016
Q1 | $58K | Buy |
+731
| New | +$58K | 0.03% | 259 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 264 |
|