Taylor Hoffman Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-361
| Closed | -$78K | – | 132 |
|
|
2020
Q2 | $78K | Buy |
+361
| New | +$78K | 0.05% | 166 |
|
|
2020
Q1 | – | Sell |
-442
| Closed | -$94K | – | 130 |
|
|
2019
Q4 | $94K | Hold |
442
| – | – | 0.06% | 167 |
|
|
2019
Q3 | $74K | Sell |
442
-460
| -51% | -$77K | 0.05% | 180 |
|
|
2019
Q2 | $153K | Sell |
902
-7
| -0.8% | -$1.19K | 0.12% | 126 |
|
|
2019
Q1 | $166K | Sell |
909
-373
| -29% | -$68.1K | 0.12% | 120 |
|
|
2018
Q4 | $176K | Buy |
1,282
+76
| +6% | +$10.4K | 0.16% | 102 |
|
|
2018
Q3 | $199K | Buy |
1,206
+308
| +34% | +$50.8K | 0.16% | 102 |
|
|
2018
Q2 | $167K | Hold |
898
| – | – | 0.14% | 106 |
|
|
2018
Q1 | $165K | Buy |
898
+48
| +6% | +$8.82K | 0.15% | 107 |
|
|
2017
Q4 | $147K | Buy |
+850
| New | +$147K | 0.14% | 112 |
|