SageView Advisory Group’s Alibaba BABA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,536
Closed -$545K 531
2023
Q4
$545K Buy
7,536
+4,333
+135% +$313K 0.02% 372
2023
Q3
$278K Buy
+3,203
New +$278K 0.02% 438