Montz Harcus Wealth Management’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,161
Closed -$246K 51
2022
Q2
$246K Hold
2,161
0.26% 46
2022
Q1
$235K Buy
2,161
+188
+10% +$20.4K 0.21% 49
2021
Q4
$234K Buy
+1,973
New +$234K 0.2% 46