MinichMacGregor Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-60
| Closed | -$5.29K | – | 145 |
|
|
2022
Q4 | $5.29K | Buy |
+60
| New | +$5.29K | ﹤0.01% | 479 |
|
|
2018
Q4 | – | Sell |
-207
| Closed | -$33K | – | 129 |
|
|
2018
Q3 | $33K | Hold |
207
| – | – | 0.02% | 160 |
|
|
2018
Q2 | $38K | Sell |
207
-23
| -10% | -$4.22K | 0.03% | 127 |
|
|
2018
Q1 | $42K | Hold |
230
| – | – | 0.03% | 121 |
|
|
2017
Q4 | $39K | Sell |
230
-42
| -15% | -$7.12K | 0.03% | 127 |
|
|
2017
Q3 | $46K | Buy |
272
+34
| +14% | +$5.75K | 0.04% | 108 |
|
|
2017
Q2 | $33K | Sell |
238
-40
| -14% | -$5.55K | 0.03% | 128 |
|
|
2017
Q1 | $29K | Sell |
278
-4
| -1% | -$417 | 0.03% | 135 |
|
|
2016
Q4 | $24K | Sell |
282
-1
| -0.4% | -$85 | 0.02% | 151 |
|
|
2016
Q3 | $29K | Buy |
283
+110
| +64% | +$11.3K | 0.03% | 152 |
|
|
2016
Q2 | $13K | Buy |
173
+123
| +246% | +$9.24K | 0.01% | 219 |
|
|
2016
Q1 | $3K | Sell |
50
-300
| -86% | -$18K | ﹤0.01% | 337 |
|
|
2015
Q4 | $31K | Buy |
+350
| New | +$31K | 0.03% | 136 |
|