PWAG
Polaris Wealth Advisory Group’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-64,887
| Closed | -$5.41M | – | 171 |
|
|
2023
Q2 | $5.41M | Buy |
+64,887
| New | +$5.41M | 0.41% | 75 |
|
|
2023
Q1 | – | Sell |
-59,330
| Closed | -$6.82M | – | 175 |
|
|
2022
Q4 | $6.82M | Buy |
+59,330
| New | +$6.82M | 0.51% | 63 |
|
|
2021
Q3 | – | Sell |
-906
| Closed | -$201K | – | 174 |
|
|
2021
Q2 | $201K | Buy |
+906
| New | +$201K | 0.01% | 163 |
|
|
2020
Q4 | – | Sell |
-1,220
| Closed | -$352K | – | 176 |
|
|
2020
Q3 | $352K | Sell |
1,220
-200
| -14% | -$57.7K | 0.03% | 122 |
|
|
2020
Q2 | $307K | Sell |
1,420
-14,373
| -91% | -$3.11M | 0.02% | 121 |
|
|
2020
Q1 | $3.07M | Buy |
15,793
+14,691
| +1,333% | +$2.86M | 0.33% | 54 |
|
|
2019
Q4 | $247K | Sell |
1,102
-236
| -18% | -$52.9K | 0.02% | 132 |
|
|
2019
Q3 | $222K | Buy |
+1,338
| New | +$222K | 0.02% | 136 |
|
|
2018
Q4 | – | Sell |
-2,157
| Closed | -$355K | – | 166 |
|
|
2018
Q3 | $355K | Buy |
2,157
+1,920
| +810% | +$316K | 0.02% | 121 |
|
|
2018
Q2 | $43K | Sell |
237
-2,060
| -90% | -$374K | ﹤0.01% | 135 |
|
|
2018
Q1 | $422K | Buy |
2,297
+820
| +56% | +$151K | 0.03% | 109 |
|
|
2017
Q4 | $255K | Buy |
+1,477
| New | +$255K | 0.02% | 126 |
|