NewFocus Financial Group’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$277K Sell
1,191
-56
-4% -$13K 0.08% 106
2020
Q3
$367K Hold
1,247
0.12% 90
2020
Q2
$269K Sell
1,247
-185
-13% -$39.9K 0.1% 101
2020
Q1
$278K Sell
1,432
-100
-7% -$19.4K 0.13% 82
2019
Q4
$325K Buy
1,532
+68
+5% +$14.4K 0.13% 87
2019
Q3
$245K Sell
1,464
-70
-5% -$11.7K 0.11% 93
2019
Q2
$260K Buy
+1,534
New +$260K 0.12% 82
2018
Q4
Sell
-1,265
Closed -$208K 86
2018
Q3
$208K Buy
+1,265
New +$208K 0.11% 74
2018
Q1
Sell
-2,195
Closed -$378K 69
2017
Q4
$378K Buy
+2,195
New +$378K 0.23% 56