SkyOak Wealth’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,535
| Closed | -$307K | – | 244 |
|
|
2023
Q3 | $307K | Sell |
3,535
-41
| -1% | -$3.56K | 0.09% | 164 |
|
|
2023
Q2 | $298K | Sell |
3,576
-396
| -10% | -$33K | 0.08% | 168 |
|
|
2023
Q1 | $406K | Sell |
3,972
-100
| -2% | -$10.2K | 0.12% | 133 |
|
|
2022
Q4 | $359K | Buy |
4,072
+600
| +17% | +$52.9K | 0.12% | 141 |
|
|
2022
Q3 | $278K | Sell |
3,472
-1,090
| -24% | -$87.3K | 0.1% | 165 |
|
|
2022
Q2 | $519K | Sell |
4,562
-886
| -16% | -$101K | 0.18% | 107 |
|
|
2022
Q1 | $593K | Sell |
5,448
-450
| -8% | -$49K | 0.16% | 115 |
|
|
2021
Q4 | $701K | Sell |
5,898
-3,824
| -39% | -$454K | 0.18% | 112 |
|
|
2021
Q3 | $1.44M | Sell |
9,722
-1,292
| -12% | -$191K | 0.39% | 68 |
|
|
2021
Q2 | $2.5M | Buy |
11,014
+1,595
| +17% | +$362K | 0.67% | 42 |
|
|
2021
Q1 | $2.23M | Sell |
9,419
-616
| -6% | -$146K | 0.62% | 43 |
|
|
2020
Q4 | $2.34M | Buy |
10,035
+606
| +6% | +$141K | 0.73% | 45 |
|
|
2020
Q3 | $2.77M | Sell |
9,429
-1,149
| -11% | -$338K | 1% | 27 |
|
|
2020
Q2 | $2.28M | Sell |
10,578
-351
| -3% | -$75.7K | 0.84% | 29 |
|
|
2020
Q1 | $2.13M | Sell |
10,929
-52
| -0.5% | -$10.1K | 1.09% | 23 |
|
|
2019
Q4 | $2.33M | Buy |
+10,981
| New | +$2.33M | 0.72% | 39 |
|