Visionary Wealth Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,279
| Closed | -$348K | – | 537 |
|
|
2024
Q3 | $348K | Buy |
+3,279
| New | +$348K | 0.02% | 401 |
|
|
2023
Q2 | – | Sell |
-2,154
| Closed | -$220K | – | 465 |
|
|
2023
Q1 | $220K | Buy |
+2,154
| New | +$220K | 0.02% | 408 |
|
|
2022
Q3 | – | Sell |
-2,497
| Closed | -$284K | – | 408 |
|
|
2022
Q2 | $284K | Buy |
2,497
+67
| +3% | +$7.62K | 0.03% | 331 |
|
|
2022
Q1 | $264K | Sell |
2,430
-230
| -9% | -$25K | 0.02% | 357 |
|
|
2021
Q4 | $316K | Sell |
2,660
-456
| -15% | -$54.2K | 0.03% | 287 |
|
|
2021
Q3 | $461K | Sell |
3,116
-350
| -10% | -$51.8K | 0.05% | 196 |
|
|
2021
Q2 | $786K | Buy |
3,466
+793
| +30% | +$180K | 0.08% | 156 |
|
|
2021
Q1 | $606K | Buy |
2,673
+533
| +25% | +$121K | 0.06% | 180 |
|
|
2020
Q4 | $498K | Buy |
2,140
+752
| +54% | +$175K | 0.06% | 183 |
|
|
2020
Q3 | $408K | Buy |
1,388
+162
| +13% | +$47.6K | 0.06% | 168 |
|
|
2020
Q2 | $264K | Buy |
1,226
+80
| +7% | +$17.2K | 0.04% | 186 |
|
|
2020
Q1 | $223K | Buy |
1,146
+61
| +6% | +$11.9K | 0.04% | 178 |
|
|
2019
Q4 | $230K | Buy |
+1,085
| New | +$230K | 0.04% | 190 |
|