Walter & Keenan 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
Q1 | – | Sell |
-1,390
| Closed | -$323K | – | 143 |
|
|
2020
Q4 | $323K | Buy |
1,390
+600
| +76% | +$139K | 0.12% | 113 |
|
|
2020
Q3 | $232K | Sell |
790
-180
| -19% | -$52.9K | 0.09% | 129 |
|
|
2020
Q2 | $209K | Sell |
970
-2,227
| -70% | -$480K | 0.08% | 137 |
|
|
2020
Q1 | $592K | Buy |
+3,197
| New | +$592K | 0.24% | 54 |
|
|
2016
Q1 | – | Sell |
-8,880
| Closed | -$722K | – | 138 |
|
|
2015
Q4 | $722K | Buy |
8,880
+190
| +2% | +$15.4K | 0.42% | 62 |
|
|
2015
Q3 | $512K | Buy |
8,690
+200
| +2% | +$11.8K | 0.32% | 77 |
|
|
2015
Q2 | $698K | Buy |
+8,490
| New | +$698K | 0.41% | 67 |
|