SVWAG
Sound View Wealth Advisors Group’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,796
| Closed | -$213K | – | 289 |
|
|
2021
Q4 | $213K | Sell |
1,796
-376
| -17% | -$44.6K | 0.04% | 278 |
|
|
2021
Q3 | $322K | Sell |
2,172
-238
| -10% | -$35.3K | 0.07% | 222 |
|
|
2021
Q2 | $547K | Sell |
2,410
-202
| -8% | -$45.8K | 0.12% | 160 |
|
|
2021
Q1 | $592K | Sell |
2,612
-339
| -11% | -$76.8K | 0.14% | 142 |
|
|
2020
Q4 | $687K | Buy |
2,951
+126
| +4% | +$29.3K | 0.17% | 127 |
|
|
2020
Q3 | $830K | Sell |
2,825
-22
| -0.8% | -$6.46K | 0.22% | 104 |
|
|
2020
Q2 | $614K | Buy |
2,847
+89
| +3% | +$19.2K | 0.17% | 119 |
|
|
2020
Q1 | $536K | Sell |
2,758
-219
| -7% | -$42.6K | 0.19% | 115 |
|
|
2019
Q4 | $631K | Sell |
2,977
-20
| -0.7% | -$4.24K | 0.18% | 125 |
|
|
2019
Q3 | $501K | Buy |
2,997
+196
| +7% | +$32.8K | 0.15% | 140 |
|
|
2019
Q2 | $475K | Buy |
+2,801
| New | +$475K | 0.14% | 146 |
|