Summit Wealth & Retirement Planning’s Alibaba BABA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,949	Closed	-$437K	–	91
2021 Q3	$437K	Sell	2,949 -501	-15%	-$74.2K	0.16%	63
2021 Q2	$782K	Sell	3,450 -20	-0.6%	-$4.53K	0.29%	52
2021 Q1	$787K	Buy	+3,470	New	+$787K	0.29%	52