Pinnacle Wealth Management Advisory Group’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-3,299
| Closed | -$488K | – | 265 |
|
2021
Q3 | $488K | Sell |
3,299
-1,730
| -34% | -$256K | 0.11% | 149 |
|
2021
Q2 | $1.14M | Buy |
5,029
+4,000
| +389% | +$907K | 0.27% | 88 |
|
2021
Q1 | $233K | Buy |
1,029
+15
| +1% | +$3.4K | 0.07% | 173 |
|
2020
Q4 | $236K | Hold |
1,014
| – | – | 0.07% | 167 |
|
2020
Q3 | $298K | Hold |
1,014
| – | – | 0.1% | 145 |
|
2020
Q2 | $219K | Sell |
1,014
-16
| -2% | -$3.46K | 0.08% | 162 |
|
2020
Q1 | $200K | Buy |
+1,030
| New | +$200K | 0.1% | 152 |
|