Lorne Steinberg Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-40,183
| Closed | -$4.11M | – | 70 |
|
|
2023
Q1 | $4.11M | Buy |
40,183
+567
| +1% | +$57.9K | 1.64% | 34 |
|
|
2022
Q4 | $3.49M | Sell |
39,616
-1,235
| -3% | -$109K | 1.5% | 34 |
|
|
2022
Q3 | $3.27M | Sell |
40,851
-265
| -0.6% | -$21.2K | 1.59% | 33 |
|
|
2022
Q2 | $4.67M | Buy |
+41,116
| New | +$4.67M | 2.2% | 18 |
|
|
2022
Q1 | – | Sell |
-27,813
| Closed | -$3.3M | – | 64 |
|
|
2021
Q4 | $3.3M | Buy |
27,813
+9,210
| +50% | +$1.09M | 1.42% | 36 |
|
|
2021
Q3 | $2.75M | Sell |
18,603
-1,712
| -8% | -$253K | 1.33% | 38 |
|
|
2021
Q2 | $4.61M | Sell |
20,315
-179,235
| -90% | -$40.6M | 2.26% | 23 |
|
|
2021
Q1 | $4.52M | Buy |
199,550
+181,720
| +1,019% | +$4.12M | 2.39% | 21 |
|
|
2020
Q4 | $4.16M | Buy |
+17,830
| New | +$4.16M | 2.59% | 18 |
|