Meridian 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 |
-2,283
| Closed | -$233K | – | 547 |
|
2023
Q1 | $233K | Buy |
+2,283
| New | +$233K | 0.02% | 478 |
|
2022
Q2 | – | Sell |
-1,926
| Closed | -$210K | – | 559 |
|
2022
Q1 | $210K | Sell |
1,926
-4,896
| -72% | -$534K | 0.02% | 371 |
|
2021
Q4 | $810K | Buy |
6,822
+4,908
| +256% | +$583K | 0.09% | 182 |
|
2021
Q3 | $283K | Sell |
1,914
-1,395
| -42% | -$206K | 0.03% | 313 |
|
2021
Q2 | $750K | Sell |
3,309
-25
| -0.7% | -$5.67K | 0.1% | 177 |
|
2021
Q1 | $756K | Sell |
3,334
-263
| -7% | -$59.6K | 0.11% | 163 |
|
2020
Q4 | $837K | Buy |
3,597
+1,172
| +48% | +$273K | 0.13% | 135 |
|
2020
Q3 | $712K | Sell |
2,425
-9
| -0.4% | -$2.64K | 0.17% | 111 |
|
2020
Q2 | $525K | Buy |
2,434
+321
| +15% | +$69.2K | 0.18% | 116 |
|
2020
Q1 | $410K | Buy |
2,113
+518
| +32% | +$101K | 0.18% | 125 |
|
2019
Q4 | $338K | Sell |
1,595
-69
| -4% | -$14.6K | 0.16% | 138 |
|
2019
Q3 | $278K | Sell |
1,664
-20
| -1% | -$3.34K | 0.13% | 157 |
|
2019
Q2 | $2.85K | Sell |
1,684
-656
| -28% | -$1.11K | 0.12% | 155 |
|
2019
Q1 | $427K | Buy |
2,340
+99
| +4% | +$18.1K | 0.19% | 94 |
|
2018
Q4 | $307K | Buy |
2,241
+28
| +1% | +$3.84K | 0.18% | 112 |
|
2018
Q3 | $365K | Sell |
2,213
-340
| -13% | -$56.1K | 0.16% | 112 |
|
2018
Q2 | $474K | Buy |
2,553
+283
| +12% | +$52.5K | 0.22% | 96 |
|
2018
Q1 | $417K | Buy |
2,270
+159
| +8% | +$29.2K | 0.21% | 100 |
|
2017
Q4 | $382K | Buy |
2,111
+579
| +38% | +$105K | 0.24% | 103 |
|
2017
Q3 | $266K | Buy |
1,532
+5
| +0.3% | +$868 | 0.17% | 132 |
|
2017
Q2 | $215K | Buy |
+1,527
| New | +$215K | 0.14% | 154 |
|