Linscomb Wealth’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,434
| Closed | -$325K | – | 333 |
|
2021
Q2 | $325K | Buy |
1,434
+197
| +16% | +$44.6K | 0.02% | 257 |
|
2021
Q1 | $280K | Buy |
1,237
+271
| +28% | +$61.3K | 0.02% | 270 |
|
2020
Q4 | $225K | Sell |
966
-761
| -44% | -$177K | 0.01% | 285 |
|
2020
Q3 | $508K | Buy |
1,727
+108
| +7% | +$31.8K | 0.04% | 186 |
|
2020
Q2 | $349K | Buy |
1,619
+90
| +6% | +$19.4K | 0.03% | 227 |
|
2020
Q1 | $297K | Buy |
+1,529
| New | +$297K | 0.03% | 327 |
|
2018
Q2 | – | Sell |
-1,093
| Closed | -$201K | – | 277 |
|
2018
Q1 | $201K | Buy |
+1,093
| New | +$201K | 0.02% | 263 |
|