Schwarz Dygos Wheeler Investment Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,579
| Closed | -$1.72M | – | 130 |
|
|
2021
Q2 | $1.72M | Hold |
7,579
| – | – | 0.62% | 44 |
|
|
2021
Q1 | $1.72M | Buy |
7,579
+22
| +0.3% | +$4.99K | 0.71% | 38 |
|
|
2020
Q4 | $1.76M | Hold |
7,557
| – | – | 0.85% | 32 |
|
|
2020
Q3 | $2.22M | Hold |
7,557
| – | – | 1.26% | 20 |
|
|
2020
Q2 | $1.9M | Buy |
7,557
+52
| +0.7% | +$13.1K | 1.24% | 19 |
|
|
2020
Q1 | $1.46M | Hold |
7,505
| – | – | 1.24% | 22 |
|
|
2019
Q4 | $1.59M | Hold |
7,505
| – | – | 1.09% | 24 |
|
|
2019
Q3 | $1.26M | Sell |
7,505
-2,500
| -25% | -$418K | 1% | 26 |
|
|
2019
Q2 | $1.7M | Hold |
10,005
| – | – | 1.4% | 20 |
|
|
2019
Q1 | $1.83M | Buy |
+10,005
| New | +$1.83M | 1.57% | 20 |
|