Roosevelt Investment Group’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,939
| Closed | -$377K | – | 171 |
|
|
2020
Q1 | $377K | Sell |
1,939
-2,803
| -59% | -$545K | 0.04% | 102 |
|
|
2019
Q4 | $1.01M | Hold |
4,742
| – | – | 0.1% | 64 |
|
|
2019
Q3 | $793K | Hold |
4,742
| – | – | 0.09% | 76 |
|
|
2019
Q2 | $804K | Hold |
4,742
| – | – | 0.09% | 74 |
|
|
2019
Q1 | $865K | Hold |
4,742
| – | – | 0.11% | 71 |
|
|
2018
Q4 | $650K | Buy |
+4,742
| New | +$650K | 0.07% | 113 |
|