Meridian Wealth Advisors’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 |
-1,046
| Closed | -$237K | – | 197 |
|
2021
Q2 | $237K | Buy |
1,046
+145
| +16% | +$32.9K | 0.07% | 178 |
|
2021
Q1 | $204K | Sell |
901
-134
| -13% | -$30.3K | 0.07% | 174 |
|
2020
Q4 | $241K | Buy |
1,035
+5
| +0.5% | +$1.16K | 0.09% | 154 |
|
2020
Q3 | $303K | Sell |
1,030
-178
| -15% | -$52.4K | 0.13% | 126 |
|
2020
Q2 | $261K | Sell |
1,208
-77
| -6% | -$16.6K | 0.12% | 133 |
|
2020
Q1 | $250K | Buy |
1,285
+220
| +21% | +$42.8K | 0.14% | 118 |
|
2019
Q4 | $226K | Sell |
1,065
-433
| -29% | -$91.9K | 0.09% | 144 |
|
2019
Q3 | $251K | Buy |
1,498
+338
| +29% | +$56.6K | 0.11% | 133 |
|
2019
Q2 | $214K | Hold |
1,160
| – | – | 0.15% | 118 |
|
2019
Q1 | $212K | Buy |
1,160
+46
| +4% | +$8.41K | 0.15% | 116 |
|
2018
Q4 | $153K | Buy |
+1,114
| New | +$153K | 0.12% | 136 |
|