TrueWealth LLC’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $275K | Sell |
1,274
-250
| -16% | -$54K | 0.12% | 106 |
|
|
2020
Q1 | $296K | Hold |
1,524
| – | – | 0.14% | 94 |
|
|
2019
Q4 | $323K | Sell |
1,524
-985
| -39% | -$209K | 0.13% | 99 |
|
|
2019
Q3 | $420K | Hold |
2,509
| – | – | 0.18% | 81 |
|
|
2019
Q2 | $425K | Buy |
2,509
+250
| +11% | +$42.3K | 0.19% | 80 |
|
|
2019
Q1 | $412K | Sell |
2,259
-902
| -29% | -$165K | 0.19% | 80 |
|
|
2018
Q4 | $433K | Buy |
3,161
+29
| +0.9% | +$3.97K | 0.22% | 74 |
|
|
2018
Q3 | $516K | Buy |
3,132
+15
| +0.5% | +$2.47K | 0.24% | 63 |
|
|
2018
Q2 | $578K | Hold |
3,117
| – | – | 0.28% | 56 |
|
|
2018
Q1 | $572K | Buy |
3,117
+535
| +21% | +$98.2K | 0.29% | 53 |
|
|
2017
Q4 | $445K | Buy |
+2,582
| New | +$445K | 0.21% | 73 |
|