SWS
SYSTM Wealth Solutions’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,356
| Closed | -$97.9K | – | 139 |
|
|
2024
Q2 | $97.9K | Sell |
1,356
-445
| -25% | -$32.1K | 0.02% | 245 |
|
|
2024
Q1 | $130K | Sell |
1,801
-5,246
| -74% | -$380K | 0.02% | 443 |
|
|
2023
Q4 | $546K | Sell |
7,047
-178
| -2% | -$13.8K | 0.08% | 262 |
|
|
2023
Q3 | $627K | Sell |
7,225
-852
| -11% | -$73.9K | 0.1% | 252 |
|
|
2023
Q2 | $673K | Buy |
+8,077
| New | +$673K | 0.09% | 273 |
|
|
2023
Q1 | – | Sell |
-7,697
| Closed | -$678K | – | 469 |
|
|
2022
Q4 | $678K | Buy |
+7,697
| New | +$678K | 0.08% | 288 |
|