TPWM
Twelve Points Wealth Management’s Alibaba BABA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,002
| Closed | -$205K | – | 166 |
|
2023
Q1 | $205K | Buy |
+2,002
| New | +$205K | 0.12% | 156 |
|
2022
Q4 | – | Sell |
-4,994
| Closed | -$399K | – | 165 |
|
2022
Q3 | $399K | Sell |
4,994
-122
| -2% | -$9.75K | 0.31% | 108 |
|
2022
Q2 | $582K | Sell |
5,116
-43
| -0.8% | -$4.89K | 0.45% | 82 |
|
2022
Q1 | $561K | Sell |
5,159
-1,159
| -18% | -$126K | 0.42% | 91 |
|
2021
Q4 | $751K | Buy |
+6,318
| New | +$751K | 0.61% | 51 |
|