LGWM
Litman Gregory Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-27
| Closed | -$5K | – | 241 |
|
|
2019
Q1 | $5K | Hold |
27
| – | – | ﹤0.01% | 118 |
|
|
2018
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 133 |
|
|
2018
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 103 |
|
|
2018
Q2 | $5K | Hold |
27
| – | – | ﹤0.01% | 85 |
|
|
2018
Q1 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 150 |
|