Stiles Financial Services’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 |
-3,212
| Closed | -$279K | – | 169 |
|
|
2023
Q3 | $279K | Sell |
3,212
-250
| -7% | -$21.7K | 0.14% | 136 |
|
|
2023
Q2 | $289K | Sell |
3,462
-489
| -12% | -$40.8K | 0.14% | 147 |
|
|
2023
Q1 | $404K | Hold |
3,951
| – | – | 0.22% | 114 |
|
|
2022
Q4 | $348K | Sell |
3,951
-866
| -18% | -$76.3K | 0.2% | 122 |
|
|
2022
Q3 | $385K | Sell |
4,817
-220
| -4% | -$17.6K | 0.23% | 104 |
|
|
2022
Q2 | $573K | Sell |
5,037
-125
| -2% | -$14.2K | 0.34% | 82 |
|
|
2022
Q1 | $562K | Sell |
5,162
-213
| -4% | -$23.2K | 0.28% | 94 |
|
|
2021
Q4 | $630K | Buy |
+5,375
| New | +$630K | 0.3% | 93 |
|