Merriman Wealth Management’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 |
-944
| Closed | -$214K | – | 199 |
|
|
2021
Q2 | $214K | Buy |
+944
| New | +$214K | 0.02% | 209 |
|
|
2020
Q4 | – | Sell |
-911
| Closed | -$268K | – | 200 |
|
|
2020
Q3 | $268K | Sell |
911
-711
| -44% | -$209K | 0.04% | 141 |
|
|
2020
Q2 | $350K | Sell |
1,622
-150
| -8% | -$32.4K | 0.06% | 128 |
|
|
2020
Q1 | $345K | Hold |
1,772
| – | – | 0.08% | 109 |
|
|
2019
Q4 | $376K | Sell |
1,772
-128
| -7% | -$27.2K | 0.07% | 138 |
|
|
2019
Q3 | $318K | Hold |
1,900
| – | – | 0.06% | 140 |
|
|
2019
Q2 | $3.33K | Sell |
1,900
-100
| -5% | -$175 | 0.06% | 144 |
|
|
2019
Q1 | $365K | Buy |
2,000
+103
| +5% | +$18.8K | 0.07% | 152 |
|
|
2018
Q4 | $265K | Sell |
1,897
-164
| -8% | -$22.9K | 0.06% | 132 |
|
|
2018
Q3 | $340K | Sell |
2,061
-17
| -0.8% | -$2.8K | 0.07% | 134 |
|
|
2018
Q2 | $386K | Sell |
2,078
-300
| -13% | -$55.7K | 0.09% | 125 |
|
|
2018
Q1 | $436K | Sell |
2,378
-31
| -1% | -$5.68K | 0.11% | 131 |
|
|
2017
Q4 | $415K | Buy |
2,409
+779
| +48% | +$134K | 0.1% | 124 |
|
|
2017
Q3 | $282K | Buy |
+1,630
| New | +$282K | 0.07% | 131 |
|