Pinion Investment Advisors’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,910
Closed -$660K 146
2021
Q2
$660K Sell
2,910
-328
-10% -$74.4K 0.53% 62
2021
Q1
$734K Buy
3,238
+89
+3% +$20.2K 0.68% 42
2020
Q4
$733K Buy
3,149
+903
+40% +$210K 0.77% 31
2020
Q3
$484K Hold
2,246
0.73% 51
2020
Q2
$484K Buy
2,246
+294
+15% +$63.4K 0.73% 51
2020
Q1
$380K Buy
1,952
+409
+27% +$79.6K 0.82% 60
2019
Q4
$327K Buy
+1,543
New +$327K 0.61% 81