Lucia Wealth Services’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.23M | Buy |
7,584
+2,220
| +41% | +$653K | 0.52% | 41 |
|
|
2020
Q2 | $1.16M | Sell |
5,364
-1,766
| -25% | -$381K | 0.31% | 54 |
|
|
2020
Q1 | $1.39M | Sell |
7,130
-1,191
| -14% | -$232K | 0.46% | 40 |
|
|
2019
Q4 | $1.77M | Buy |
8,321
+154
| +2% | +$32.7K | 0.54% | 36 |
|
|
2019
Q3 | $1.37M | Buy |
8,167
+758
| +10% | +$127K | 0.45% | 43 |
|
|
2019
Q2 | $1.26M | Sell |
7,409
-4,604
| -38% | -$780K | 0.43% | 49 |
|
|
2019
Q1 | $2.19M | Buy |
12,013
+254
| +2% | +$46.3K | 0.75% | 31 |
|
|
2018
Q4 | $1.61M | Sell |
11,759
-4,426
| -27% | -$607K | 0.76% | 30 |
|
|
2018
Q3 | $2.67M | Buy |
16,185
+2,792
| +21% | +$460K | 0.83% | 31 |
|
|
2018
Q2 | $2.49M | Sell |
13,393
-2,706
| -17% | -$502K | 1.09% | 21 |
|
|
2018
Q1 | $2.96M | Buy |
16,099
+3,936
| +32% | +$722K | 0.96% | 38 |
|
|
2017
Q4 | $2.1M | Buy |
+12,163
| New | +$2.1M | 0.93% | 24 |
|