OWM
OneAscent Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,269
| Closed | -$507K | – | 213 |
|
|
2021
Q4 | $507K | Buy |
4,269
+1,077
| +34% | +$128K | 1.27% | 25 |
|
|
2021
Q3 | $473K | Buy |
+3,192
| New | +$473K | 0.54% | 39 |
|
|
2021
Q1 | $1.1M | Buy |
4,828
+1,425
| +42% | +$323K | 0.47% | 37 |
|
|
2020
Q4 | $792K | Buy |
+3,403
| New | +$792K | 0.36% | 61 |
|