Sugarloaf Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-100
| Closed | -$11K | – | 820 |
|
2022
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 490 |
|
2022
Q1 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 473 |
|
2021
Q3 | – | Sell |
-50
| Closed | -$11K | – | 748 |
|
2021
Q2 | $11K | Hold |
50
| – | – | ﹤0.01% | 476 |
|
2021
Q1 | $11 | Sell |
50
-10
| -17% | -$2 | ﹤0.01% | 484 |
|
2020
Q4 | $14K | Hold |
60
| – | – | ﹤0.01% | 440 |
|
2020
Q3 | $18K | Sell |
60
-15
| -20% | -$4.5K | 0.01% | 371 |
|
2020
Q2 | $16K | Sell |
75
-45
| -38% | -$9.6K | 0.01% | 383 |
|
2020
Q1 | $23K | Sell |
120
-20
| -14% | -$3.83K | 0.01% | 305 |
|
2019
Q4 | $30K | Buy |
+140
| New | +$30K | 0.01% | 308 |
|