One Wealth Advisors’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 |
-1,462
| Closed | -$216K | – | 199 |
|
|
2021
Q3 | $216K | Buy |
1,462
+29
| +2% | +$4.29K | 0.06% | 195 |
|
|
2021
Q2 | $325K | Buy |
1,433
+101
| +8% | +$22.9K | 0.1% | 112 |
|
|
2021
Q1 | $302K | Buy |
+1,332
| New | +$302K | 0.12% | 106 |
|
|
2020
Q4 | – | Sell |
-793
| Closed | -$233K | – | 129 |
|
|
2020
Q3 | $233K | Buy |
+793
| New | +$233K | 0.16% | 70 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$2K | – | 155 |
|
|
2019
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 472 |
|