Sullivan, Bruyette, Speros & Blaney’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$604K Sell
2,663
-438
-14% -$99.3K 0.03% 163
2020
Q4
$722K Buy
3,101
+94
+3% +$21.9K 0.03% 134
2020
Q3
$884K Buy
3,007
+551
+22% +$162K 0.05% 106
2020
Q2
$530K Buy
2,456
+140
+6% +$30.2K 0.03% 132
2020
Q1
$450K Buy
2,316
+50
+2% +$9.72K 0.03% 131
2019
Q4
$481K Sell
2,266
-97
-4% -$20.6K 0.03% 144
2019
Q3
$395K Buy
2,363
+15
+0.6% +$2.51K 0.02% 155
2019
Q2
$398K Buy
2,348
+218
+10% +$37K 0.02% 152
2019
Q1
$389K Buy
+2,130
New +$389K 0.02% 139