Walled Lake Planning & Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-665
| Closed | -$98K | – | 125 |
|
|
2021
Q3 | $98K | Hold |
665
| – | – | 0.06% | 123 |
|
|
2021
Q2 | $151K | Hold |
665
| – | – | 0.1% | 92 |
|
|
2021
Q1 | $151K | Hold |
665
| – | – | 0.1% | 86 |
|
|
2020
Q4 | $155K | Hold |
665
| – | – | 0.12% | 78 |
|
|
2020
Q3 | $195K | Sell |
665
-480
| -42% | -$141K | 0.16% | 64 |
|
|
2020
Q2 | $247K | Hold |
1,145
| – | – | 0.21% | 52 |
|
|
2020
Q1 | $223K | Hold |
1,145
| – | – | 0.2% | 54 |
|
|
2019
Q4 | $243K | Buy |
+1,145
| New | +$243K | 0.18% | 56 |
|