Strategic Wealth Management Group’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-912
| Closed | -$207K | – | 123 |
|
|
2021
Q1 | $207K | Buy |
+912
| New | +$207K | 0.08% | 128 |
|
|
2020
Q3 | – | Sell |
-1,747
| Closed | -$377K | – | 122 |
|
|
2020
Q2 | $377K | Sell |
1,747
-76
| -4% | -$16.4K | 0.22% | 60 |
|
|
2020
Q1 | $355K | Sell |
1,823
-171
| -9% | -$33.3K | 0.26% | 49 |
|
|
2019
Q4 | $423K | Sell |
1,994
-99
| -5% | -$21K | 0.27% | 51 |
|
|
2019
Q3 | $350K | Sell |
2,093
-156
| -7% | -$26.1K | 0.25% | 53 |
|
|
2019
Q2 | $381K | Sell |
2,249
-417
| -16% | -$70.6K | 0.29% | 48 |
|
|
2019
Q1 | $486K | Buy |
2,666
+191
| +8% | +$34.8K | 0.4% | 40 |
|
|
2018
Q4 | $339K | Buy |
+2,475
| New | +$339K | 0.33% | 50 |
|