Lenox Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.47M | Buy |
6,813
+224
| +3% | +$48.3K | 0.45% | 41 |
|
|
2020
Q1 | $1.28M | Buy |
6,589
+4,983
| +310% | +$969K | 0.44% | 40 |
|
|
2019
Q4 | $341K | Buy |
1,606
+1,286
| +402% | +$273K | 0.1% | 116 |
|
|
2019
Q3 | $53K | Buy |
320
+1
| +0.3% | +$166 | 0.02% | 260 |
|
|
2019
Q2 | $54K | Buy |
319
+150
| +89% | +$25.4K | 0.02% | 242 |
|
|
2019
Q1 | $31K | Hold |
169
| – | – | 0.01% | 282 |
|
|
2018
Q4 | $23K | Hold |
169
| – | – | 0.01% | 274 |
|
|
2018
Q3 | $28K | Sell |
169
-4,524
| -96% | -$750K | 0.01% | 277 |
|
|
2018
Q2 | $871K | Sell |
4,693
-167
| -3% | -$31K | 0.28% | 68 |
|
|
2018
Q1 | $892K | Sell |
4,860
-547
| -10% | -$100K | 0.29% | 71 |
|
|
2017
Q4 | $932K | Buy |
5,407
+652
| +14% | +$112K | 0.28% | 70 |
|
|
2017
Q3 | $821K | Buy |
4,755
+871
| +22% | +$150K | 0.28% | 68 |
|
|
2017
Q2 | $547K | Buy |
+3,884
| New | +$547K | 0.22% | 85 |
|