PWM
PBMares Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,170
| Closed | -$265K | – | 146 |
|
|
2021
Q2 | $265K | Sell |
1,170
-84
| -7% | -$19K | 0.14% | 127 |
|
|
2021
Q1 | $284K | Buy |
1,254
+120
| +11% | +$27.2K | 0.23% | 117 |
|
|
2020
Q4 | $264K | Hold |
1,134
| – | – | 0.3% | 101 |
|
|
2020
Q3 | $333K | Hold |
1,134
| – | – | 0.49% | 67 |
|
|
2020
Q2 | $245K | Hold |
1,134
| – | – | 0.37% | 88 |
|
|
2020
Q1 | $221K | Sell |
1,134
-1,000
| -47% | -$195K | 0.35% | 94 |
|
|
2019
Q4 | $453K | Buy |
+2,134
| New | +$453K | 0.54% | 64 |
|