MWP
MYCIO Wealth Partners’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,956
| Closed | -$2.11M | – | 59 |
|
|
2019
Q4 | $2.11M | Buy |
9,956
+730
| +8% | +$155K | 0.14% | 71 |
|
|
2019
Q3 | $1.54M | Buy |
9,226
+531
| +6% | +$88.8K | 0.11% | 80 |
|
|
2019
Q2 | $1.47M | Buy |
+8,695
| New | +$1.47M | 0.12% | 79 |
|
|
2016
Q3 | – | Sell |
-38
| Closed | -$3K | – | 859 |
|
|
2016
Q2 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 772 |
|
|
2015
Q4 | – | Sell |
-424
| Closed | -$25K | – | 727 |
|
|
2015
Q3 | $25K | Sell |
424
-117
| -22% | -$6.9K | 0.01% | 402 |
|
|
2015
Q2 | $45K | Sell |
541
-5,000
| -90% | -$416K | 0.01% | 309 |
|
|
2015
Q1 | $461K | Buy |
5,541
+24
| +0.4% | +$2K | 0.09% | 86 |
|
|
2014
Q4 | $573K | Buy |
5,517
+5,459
| +9,412% | +$567K | 0.12% | 74 |
|
|
2014
Q3 | $5K | Buy |
+58
| New | +$5K | ﹤0.01% | 513 |
|