PFWA
Paces Ferry Wealth Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,943
| Closed | -$221K | – | 94 |
|
|
2022
Q2 | $221K | Sell |
1,943
-106
| -5% | -$12.1K | 0.22% | 93 |
|
|
2022
Q1 | $223K | Sell |
2,049
-311
| -13% | -$33.8K | 0.18% | 110 |
|
|
2021
Q4 | $280K | Sell |
2,360
-1,993
| -46% | -$236K | 0.2% | 93 |
|
|
2021
Q3 | $644K | Buy |
4,353
+608
| +16% | +$90K | 0.51% | 44 |
|
|
2021
Q2 | $849K | Sell |
3,745
-52
| -1% | -$11.8K | 0.65% | 38 |
|
|
2021
Q1 | $861K | Sell |
3,797
-21
| -0.6% | -$4.76K | 0.75% | 38 |
|
|
2020
Q4 | $889K | Sell |
3,818
-240
| -6% | -$55.9K | 0.81% | 33 |
|
|
2020
Q3 | $1.19M | Buy |
+4,058
| New | +$1.19M | 1.04% | 22 |
|