Principle Wealth Partners’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,162
| Closed | -$253 | – | 314 |
|
|
2022
Q3 | $253 | Hold |
3,162
| – | – | 0.02% | 252 |
|
|
2022
Q2 | $359K | Sell |
3,162
-263
| -8% | -$29.9K | 0.04% | 225 |
|
|
2022
Q1 | $373K | Sell |
3,425
-28
| -0.8% | -$3.05K | 0.04% | 233 |
|
|
2021
Q4 | $410K | Buy |
3,453
+1
| +0% | +$119 | 0.04% | 230 |
|
|
2021
Q3 | $511K | Buy |
3,452
+290
| +9% | +$42.9K | 0.06% | 193 |
|
|
2021
Q2 | $717K | Buy |
3,162
+74
| +2% | +$16.8K | 0.08% | 161 |
|
|
2021
Q1 | $700K | Sell |
3,088
-484
| -14% | -$110K | 0.08% | 155 |
|
|
2020
Q4 | $831K | Buy |
+3,572
| New | +$831K | 0.11% | 131 |
|
|
2020
Q3 | – | Sell |
-484
| Closed | -$104K | – | 170 |
|
|
2020
Q2 | $104K | Buy |
+484
| New | +$104K | 0.03% | 208 |
|