Sweet Financial Partners’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $552K | Sell |
5,202
-15
| -0.3% | -$1.59K | 0.12% | 121 |
|
|
2024
Q2 | $376K | Sell |
5,217
-10
| -0.2% | -$720 | 0.09% | 140 |
|
|
2024
Q1 | $378K | Sell |
5,227
-2
| -0% | -$145 | 0.09% | 144 |
|
|
2023
Q4 | $405K | Sell |
5,229
-498
| -9% | -$38.6K | 0.1% | 135 |
|
|
2023
Q3 | $497K | Buy |
5,727
+500
| +10% | +$43.4K | 0.13% | 107 |
|
|
2023
Q2 | $436K | Hold |
5,227
| – | – | 0.11% | 115 |
|
|
2023
Q1 | $534K | Sell |
5,227
-650
| -11% | -$66.4K | 0.15% | 100 |
|
|
2022
Q4 | $518K | Sell |
5,877
-2,200
| -27% | -$194K | 0.15% | 98 |
|
|
2022
Q3 | $646K | Buy |
8,077
+965
| +14% | +$77.2K | 0.21% | 70 |
|
|
2022
Q2 | $808K | Hold |
7,112
| – | – | 0.25% | 57 |
|
|
2022
Q1 | $774K | Buy |
7,112
+627
| +10% | +$68.2K | 0.21% | 62 |
|
|
2021
Q4 | $770K | Buy |
+6,485
| New | +$770K | 0.32% | 46 |
|