Lee Financial’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-109
| Closed | -$8.56K | – | 215 |
|
|
2023
Q4 | $8.56K | Hold |
109
| – | – | ﹤0.01% | 462 |
|
|
2023
Q3 | $9.46K | Hold |
109
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $9.09K | Hold |
109
| – | – | ﹤0.01% | 422 |
|
|
2023
Q1 | $11.1K | Hold |
109
| – | – | ﹤0.01% | 398 |
|
|
2022
Q4 | $9.6K | Hold |
109
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $9K | Sell |
109
-700
| -87% | -$57.8K | ﹤0.01% | 449 |
|
|
2022
Q2 | $92K | Hold |
809
| – | – | 0.02% | 193 |
|
|
2022
Q1 | $88K | Sell |
809
-6
| -0.7% | -$653 | 0.02% | 195 |
|
|
2021
Q4 | $97K | Sell |
815
-46
| -5% | -$5.48K | 0.02% | 194 |
|
|
2021
Q3 | $127K | Hold |
861
| – | – | 0.03% | 168 |
|
|
2021
Q2 | $195K | Buy |
861
+52
| +6% | +$11.8K | 0.04% | 140 |
|
|
2021
Q1 | $183K | Buy |
809
+300
| +59% | +$67.9K | 0.04% | 136 |
|
|
2020
Q4 | $118K | Buy |
509
+400
| +367% | +$92.7K | 0.03% | 143 |
|
|
2020
Q3 | $32K | Hold |
109
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $24K | Hold |
109
| – | – | 0.01% | 260 |
|
|
2020
Q1 | $21K | Sell |
109
-56
| -34% | -$10.8K | 0.01% | 224 |
|
|
2019
Q4 | $35K | Hold |
165
| – | – | 0.01% | 212 |
|
|
2019
Q3 | $28K | Hold |
165
| – | – | 0.01% | 226 |
|
|
2019
Q2 | $28K | Buy |
165
+109
| +195% | +$18.5K | 0.01% | 232 |
|
|
2019
Q1 | $10K | Buy |
+56
| New | +$10K | ﹤0.01% | 335 |
|
|
2018
Q3 | – | Sell |
-1,163
| Closed | -$216K | – | 484 |
|
|
2018
Q2 | $216K | Sell |
1,163
-228
| -16% | -$42.3K | 0.05% | 154 |
|
|
2018
Q1 | $255K | Buy |
1,391
+591
| +74% | +$108K | 0.06% | 141 |
|
|
2017
Q4 | $138K | Hold |
800
| – | – | 0.04% | 132 |
|
|
2017
Q3 | $138K | Hold |
800
| – | – | 0.04% | 126 |
|
|
2017
Q2 | $113K | Buy |
800
+250
| +45% | +$35.3K | 0.04% | 140 |
|
|
2017
Q1 | $59K | Hold |
550
| – | – | 0.02% | 164 |
|
|
2016
Q4 | $48K | Buy |
+550
| New | +$48K | 0.03% | 178 |
|