Strategic Wealth Partners’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54K | Buy |
+40
| New | +$4.54K | ﹤0.01% | 909 |
|
|
2021
Q4 | – | Sell |
-1,699
| Closed | -$252K | – | 284 |
|
|
2021
Q3 | $252K | Buy |
1,699
+259
| +18% | +$38.4K | 0.07% | 214 |
|
|
2021
Q2 | $327K | Sell |
1,440
-46
| -3% | -$10.4K | 0.11% | 191 |
|
|
2021
Q1 | $337K | Sell |
1,486
-2,189
| -60% | -$496K | 0.13% | 160 |
|
|
2020
Q4 | $855K | Buy |
3,675
+873
| +31% | +$203K | 0.36% | 72 |
|
|
2020
Q3 | $824K | Buy |
2,802
+399
| +17% | +$117K | 0.42% | 66 |
|
|
2020
Q2 | $518K | Buy |
2,403
+837
| +53% | +$180K | 0.27% | 91 |
|
|
2020
Q1 | $332K | Hold |
1,566
| – | – | 0.17% | 105 |
|
|
2019
Q4 | $332K | Sell |
1,566
-1,033
| -40% | -$219K | 0.17% | 105 |
|
|
2019
Q3 | $223K | Buy |
2,599
+595
| +30% | +$51K | 1.15% | 19 |
|
|
2019
Q2 | $339K | Buy |
2,004
+461
| +30% | +$78K | 0.16% | 106 |
|
|
2019
Q1 | $281K | Buy |
1,543
+994
| +181% | +$181K | 0.13% | 123 |
|
|
2018
Q4 | $83K | Buy |
549
+472
| +613% | +$71.4K | 0.04% | 192 |
|
|
2018
Q3 | $13K | Buy |
+77
| New | +$13K | 0.01% | 416 |
|
|
2018
Q2 | – | Sell |
-42
| Closed | -$8K | – | 751 |
|
|
2018
Q1 | $8K | Buy |
+42
| New | +$8K | ﹤0.01% | 587 |
|