Nicolet Advisory Services’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,148
| Closed | -$465K | – | 209 |
|
|
2021
Q3 | $465K | Buy |
+3,148
| New | +$465K | 0.06% | 119 |
|
|
2020
Q4 | – | Sell |
-810
| Closed | -$238K | – | 174 |
|
|
2020
Q3 | $238K | Sell |
810
-175
| -18% | -$51.4K | 0.04% | 143 |
|
|
2020
Q2 | $212K | Sell |
985
-55
| -5% | -$11.8K | 0.03% | 191 |
|
|
2020
Q1 | $202K | Buy |
1,040
+19
| +2% | +$3.69K | 0.04% | 185 |
|
|
2019
Q4 | $217K | Buy |
+1,021
| New | +$217K | 0.03% | 157 |
|