Wealth 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 |
-1,110
| Closed | -$218K | – | 72 |
|
2021
Q2 | $218K | Sell |
1,110
-475
| -30% | -$93.3K | 0.08% | 64 |
|
2021
Q1 | $364K | Sell |
1,585
-752
| -32% | -$173K | 0.14% | 49 |
|
2020
Q4 | $544K | Buy |
2,337
+685
| +41% | +$159K | 0.24% | 39 |
|
2020
Q3 | $496K | Buy |
1,652
+500
| +43% | +$150K | 0.23% | 39 |
|
2020
Q2 | $276K | Sell |
1,152
-2,553
| -69% | -$612K | 0.15% | 48 |
|
2020
Q1 | $788K | Sell |
3,705
-1,500
| -29% | -$319K | 0.52% | 25 |
|
2019
Q4 | $1.15M | Buy |
+5,205
| New | +$1.15M | 0.65% | 25 |
|