Retirement Design & Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-26,639
| Closed | -$2.12M | – | 8 |
|
|
2016
Q2 | $2.12M | Buy |
26,639
+1,396
| +6% | +$111K | 1.33% | 18 |
|
|
2016
Q1 | $2M | Buy |
25,243
+495
| +2% | +$39.1K | 1.43% | 18 |
|
|
2015
Q4 | $2.01M | Sell |
24,748
-3,985
| -14% | -$324K | 1.12% | 22 |
|
|
2015
Q3 | $1.69M | Buy |
28,733
+843
| +3% | +$49.7K | 1.75% | 17 |
|
|
2015
Q2 | $2.3M | Buy |
27,890
+2,393
| +9% | +$197K | 1.97% | 17 |
|
|
2015
Q1 | $2.12M | Buy |
25,497
+1,162
| +5% | +$96.5K | 1.84% | 19 |
|
|
2014
Q4 | $2.53M | Buy |
+24,335
| New | +$2.53M | 1.91% | 18 |
|