Pinnacle Wealth Management Group’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,643
| Closed | -$270K | – | 96 |
|
|
2023
Q1 | $270K | Sell |
2,643
-475
| -15% | -$48.5K | 0.23% | 82 |
|
|
2022
Q4 | $275K | Sell |
3,118
-150
| -5% | -$13.2K | 0.24% | 83 |
|
|
2022
Q3 | $261K | Sell |
3,268
-100
| -3% | -$7.99K | 0.23% | 86 |
|
|
2022
Q2 | $383K | Sell |
3,368
-225
| -6% | -$25.6K | 0.32% | 72 |
|
|
2022
Q1 | $391K | Sell |
3,593
-1,233
| -26% | -$134K | 0.29% | 79 |
|
|
2021
Q4 | $573K | Sell |
4,826
-2,851
| -37% | -$339K | 0.42% | 56 |
|
|
2021
Q3 | $1.14M | Sell |
7,677
-1,850
| -19% | -$274K | 0.85% | 34 |
|
|
2021
Q2 | $2.16M | Buy |
+9,527
| New | +$2.16M | 1.58% | 19 |
|