Seven Post Investment Office’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,870
| Closed | -$293K | – | 54 |
|
|
2023
Q1 | $293K | Hold |
2,870
| – | – | 0.11% | 44 |
|
|
2022
Q4 | $253K | Hold |
2,870
| – | – | 0.09% | 46 |
|
|
2022
Q3 | $230K | Hold |
2,870
| – | – | 0.09% | 39 |
|
|
2022
Q2 | $326K | Buy |
+2,870
| New | +$326K | 0.12% | 39 |
|
|
2021
Q3 | – | Sell |
-1,700
| Closed | -$385K | – | 49 |
|
|
2021
Q2 | $385K | Buy |
+1,700
| New | +$385K | 0.12% | 38 |
|
|
2020
Q4 | – | Sell |
-750
| Closed | -$220K | – | 46 |
|
|
2020
Q3 | $220K | Buy |
+750
| New | +$220K | 0.09% | 38 |
|