Moser Wealth Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,537
| Closed | -$269K | – | 140 |
|
|
2024
Q3 | $269K | Sell |
2,537
-825
| -25% | -$87.5K | 0.14% | 70 |
|
|
2024
Q2 | $242K | Sell |
3,362
-740
| -18% | -$53.3K | 0.13% | 72 |
|
|
2024
Q1 | $297K | Buy |
4,102
+20
| +0.5% | +$1.45K | 0.17% | 67 |
|
|
2023
Q4 | $316K | Sell |
4,082
-34
| -0.8% | -$2.64K | 0.2% | 63 |
|
|
2023
Q3 | $357K | Hold |
4,116
| – | – | 0.25% | 59 |
|
|
2023
Q2 | $343K | Buy |
+4,116
| New | +$343K | 0.23% | 58 |
|
|
2022
Q4 | $367K | Sell |
4,166
-946
| -19% | -$83.3K | 0.28% | 56 |
|
|
2022
Q3 | $409K | Sell |
5,112
-40
| -0.8% | -$3.2K | 0.32% | 56 |
|
|
2022
Q2 | $586K | Sell |
5,152
-4
| -0.1% | -$455 | 0.44% | 51 |
|
|
2022
Q1 | $561K | Buy |
5,156
+284
| +6% | +$30.9K | 0.35% | 52 |
|
|
2021
Q4 | $579K | Buy |
4,872
+25
| +0.5% | +$2.97K | 0.35% | 51 |
|
|
2021
Q3 | $718K | Buy |
4,847
+386
| +9% | +$57.2K | 0.46% | 48 |
|
|
2021
Q2 | $1.01M | Buy |
4,461
+1,479
| +50% | +$336K | 0.65% | 41 |
|
|
2021
Q1 | $676K | Buy |
2,982
+131
| +5% | +$29.7K | 0.47% | 48 |
|
|
2020
Q4 | $664K | Buy |
2,851
+2,675
| +1,520% | +$623K | 0.49% | 43 |
|
|
2020
Q3 | $52K | Buy |
176
+130
| +283% | +$38.4K | 0.04% | 78 |
|
|
2020
Q2 | $10K | Hold |
46
| – | – | 0.01% | 102 |
|
|
2020
Q1 | $9K | Hold |
46
| – | – | 0.01% | 108 |
|
|
2019
Q4 | $10K | Buy |
+46
| New | +$10K | 0.01% | 127 |
|