SFWA
Summit Financial Wealth Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,160
| Closed | -$218K | – | 125 |
|
|
2022
Q2 | $218K | Hold |
2,160
| – | – | 0.05% | 120 |
|
|
2022
Q1 | $235K | Hold |
2,160
| – | – | 0.05% | 114 |
|
|
2021
Q4 | $258K | Buy |
+2,160
| New | +$258K | 0.05% | 117 |
|
|
2020
Q4 | – | Sell |
-675
| Closed | -$210K | – | 103 |
|
|
2020
Q3 | $210K | Buy |
+675
| New | +$210K | 0.06% | 109 |
|
|
2016
Q2 | – | Sell |
-2,564
| Closed | -$203K | – | 144 |
|
|
2016
Q1 | $203K | Buy |
+2,564
| New | +$203K | 0.09% | 129 |
|
|
2015
Q4 | – | Sell |
-185
| Closed | -$10K | – | 130 |
|
|
2015
Q3 | $10K | Buy |
+185
| New | +$10K | 0.01% | 185 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$44K | – | 270 |
|
|
2015
Q1 | $44K | Hold |
500
| – | – | 0.03% | 128 |
|
|
2014
Q4 | $52K | Buy |
+500
| New | +$52K | 0.04% | 118 |
|