Peninsula Wealth’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-1,523
| Closed | -$448K | – | 21 |
|
2020
Q3 | $448K | Hold |
1,523
| – | – | 0.19% | 32 |
|
2020
Q2 | $329K | Hold |
1,523
| – | – | 0.15% | 35 |
|
2020
Q1 | $296K | Buy |
1,523
+351
| +30% | +$68.2K | 0.17% | 31 |
|
2019
Q4 | $249K | Buy |
+1,172
| New | +$249K | 0.12% | 33 |
|
2019
Q2 | – | Sell |
-1,164
| Closed | -$212K | – | 32 |
|
2019
Q1 | $212K | Buy |
+1,164
| New | +$212K | 0.12% | 29 |
|
2018
Q3 | – | Sell |
-1,164
| Closed | -$216K | – | 33 |
|
2018
Q2 | $216K | Buy |
1,164
+38
| +3% | +$7.05K | 0.13% | 31 |
|
2018
Q1 | $207K | Buy |
+1,126
| New | +$207K | 0.12% | 30 |
|