UBP Investment Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,217
| Closed | -$280K | – | 102 |
|
|
2021
Q2 | $280K | Hold |
1,217
| – | – | 0.1% | 96 |
|
|
2021
Q1 | $280K | Buy |
+1,217
| New | +$280K | 0.11% | 94 |
|
|
2020
Q2 | – | Sell |
-1,493
| Closed | -$290K | – | 60 |
|
|
2020
Q1 | $290K | Buy |
1,493
+150
| +11% | +$29.1K | 0.26% | 41 |
|
|
2019
Q4 | $285K | Buy |
+1,343
| New | +$285K | 0.22% | 45 |
|
|
2019
Q2 | – | Sell |
-2,543
| Closed | -$464K | – | 49 |
|
|
2019
Q1 | $464K | Sell |
2,543
-87
| -3% | -$15.9K | 0.44% | 37 |
|
|
2018
Q4 | $360K | Buy |
2,630
+816
| +45% | +$112K | 0.38% | 37 |
|
|
2018
Q3 | $299K | Sell |
1,814
-300
| -14% | -$49.4K | 0.29% | 50 |
|
|
2018
Q2 | $389K | Hold |
2,114
| – | – | 0.46% | 39 |
|
|
2018
Q1 | $388K | Buy |
2,114
+187
| +10% | +$34.3K | 0.42% | 41 |
|
|
2017
Q4 | $332K | Buy |
+1,927
| New | +$332K | 0.39% | 48 |
|