Lenox Wealth Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $133K | Sell |
1,286
-14
| -1% | -$1.45K | 0.02% | 141 |
|
|
2021
Q4 | $154K | Hold |
1,300
| – | – | 0.02% | 131 |
|
|
2021
Q3 | $192K | Sell |
1,300
-25
| -2% | -$3.69K | 0.02% | 106 |
|
|
2021
Q2 | $300K | Buy |
1,325
+25
| +2% | +$5.66K | 0.04% | 82 |
|
|
2021
Q1 | $295K | Sell |
1,300
-548
| -30% | -$124K | 0.04% | 69 |
|
|
2020
Q4 | $430K | Buy |
1,848
+53
| +3% | +$12.3K | 0.06% | 54 |
|
|
2020
Q3 | $528K | Hold |
1,795
| – | – | 0.08% | 45 |
|
|
2020
Q2 | $387K | Sell |
1,795
-52
| -3% | -$11.2K | 0.06% | 48 |
|
|
2020
Q1 | $359K | Buy |
1,847
+52
| +3% | +$10.1K | 0.07% | 46 |
|
|
2019
Q4 | $381K | Buy |
1,795
+100
| +6% | +$21.2K | 0.06% | 61 |
|
|
2019
Q3 | $283K | Hold |
1,695
| – | – | 0.05% | 62 |
|
|
2019
Q2 | $287K | Sell |
1,695
-12
| -0.7% | -$2.03K | 0.05% | 56 |
|
|
2019
Q1 | $311K | Buy |
1,707
+24
| +1% | +$4.37K | 0.06% | 51 |
|
|
2018
Q4 | $231K | Sell |
1,683
-8
| -0.5% | -$1.1K | 0.05% | 58 |
|
|
2018
Q3 | $279K | Buy |
1,691
+847
| +100% | +$140K | 0.06% | 58 |
|
|
2018
Q2 | $157K | Sell |
844
-195
| -19% | -$36.3K | 0.03% | 70 |
|
|
2018
Q1 | $191K | Buy |
1,039
+437
| +73% | +$80.3K | 0.04% | 61 |
|
|
2017
Q4 | $104K | Buy |
602
+580
| +2,636% | +$100K | 0.03% | 68 |
|
|
2017
Q3 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 85 |
|
|
2016
Q1 | – | Sell |
-114
| Closed | -$9K | – | 265 |
|
|
2015
Q4 | $9K | Buy |
+114
| New | +$9K | ﹤0.01% | 182 |
|