SWA
SFMG Wealth Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,417
| Closed | -$275K | – | 252 |
|
|
2022
Q2 | $275K | Buy |
2,417
+524
| +28% | +$59.6K | 0.03% | 189 |
|
|
2022
Q1 | $206K | Sell |
1,893
-120
| -6% | -$13.1K | 0.02% | 271 |
|
|
2021
Q4 | $239K | Buy |
2,013
+169
| +9% | +$20.1K | 0.02% | 241 |
|
|
2021
Q3 | $273K | Sell |
1,844
-88
| -5% | -$13K | 0.03% | 203 |
|
|
2021
Q2 | $438K | Sell |
1,932
-201
| -9% | -$45.6K | 0.05% | 163 |
|
|
2021
Q1 | $484K | Buy |
2,133
+74
| +4% | +$16.8K | 0.06% | 145 |
|
|
2020
Q4 | $479K | Sell |
2,059
-563
| -21% | -$131K | 0.06% | 130 |
|
|
2020
Q3 | $771K | Buy |
2,622
+176
| +7% | +$51.8K | 0.11% | 82 |
|
|
2020
Q2 | $528K | Buy |
2,446
+765
| +46% | +$165K | 0.08% | 93 |
|
|
2020
Q1 | $327K | Sell |
1,681
-5,426
| -76% | -$1.06M | 0.05% | 91 |
|
|
2019
Q4 | $1.51M | Sell |
7,107
-130
| -2% | -$27.6K | 0.18% | 49 |
|
|
2019
Q3 | $1.21M | Hold |
7,237
| – | – | 0.16% | 49 |
|
|
2019
Q2 | $1.29M | Sell |
7,237
-82
| -1% | -$14.7K | 0.18% | 36 |
|
|
2019
Q1 | $1.34M | Sell |
7,319
-915
| -11% | -$167K | 0.19% | 37 |
|
|
2018
Q4 | $1.13M | Buy |
8,234
+353
| +4% | +$48.4K | 0.18% | 39 |
|
|
2018
Q3 | $1.16M | Buy |
7,881
+6,064
| +334% | +$895K | 0.18% | 36 |
|
|
2018
Q2 | $337K | Buy |
1,817
+48
| +3% | +$8.9K | 0.05% | 98 |
|
|
2018
Q1 | $325K | Buy |
1,769
+100
| +6% | +$18.4K | 0.06% | 100 |
|
|
2017
Q4 | $288K | Buy |
1,669
+232
| +16% | +$40K | 0.05% | 110 |
|
|
2017
Q3 | $248K | Buy |
+1,437
| New | +$248K | 0.05% | 111 |
|