Meristem Family Wealth’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,931
| Closed | -$730K | – | 395 |
|
|
2021
Q3 | $730K | Buy |
4,931
+3,143
| +176% | +$465K | 0.07% | 170 |
|
|
2021
Q2 | $405K | Buy |
+1,788
| New | +$405K | 0.06% | 194 |
|
|
2021
Q1 | – | Sell |
-1,254
| Closed | -$292K | – | 249 |
|
|
2020
Q4 | $292K | Buy |
1,254
+413
| +49% | +$96.2K | 0.06% | 177 |
|
|
2020
Q3 | $247K | Sell |
841
-87
| -9% | -$25.6K | 0.06% | 164 |
|
|
2020
Q2 | $200K | Buy |
+928
| New | +$200K | 0.05% | 182 |
|
|
2020
Q1 | – | Sell |
-1,028
| Closed | -$218K | – | 190 |
|
|
2019
Q4 | $218K | Buy |
+1,028
| New | +$218K | 0.05% | 178 |
|
|
2018
Q3 | – | Sell |
-1,253
| Closed | -$232K | – | 139 |
|
|
2018
Q2 | $232K | Buy |
+1,253
| New | +$232K | 0.08% | 122 |
|