WAAG
Wealth Alliance Advisory Group’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,414
| Closed | -$321K | – | 146 |
|
|
2021
Q2 | $321K | Buy |
1,414
+495
| +54% | +$112K | 0.16% | 106 |
|
|
2021
Q1 | $208K | Sell |
919
-96
| -9% | -$21.7K | 0.11% | 139 |
|
|
2020
Q4 | $236K | Sell |
1,015
-100
| -9% | -$23.3K | 0.13% | 125 |
|
|
2020
Q3 | $328K | Sell |
1,115
-80
| -7% | -$23.5K | 0.19% | 80 |
|
|
2020
Q2 | $258K | Hold |
1,195
| – | – | 0.16% | 92 |
|
|
2020
Q1 | $232K | Hold |
1,195
| – | – | 0.18% | 91 |
|
|
2019
Q4 | $253K | Hold |
1,195
| – | – | 0.14% | 108 |
|
|
2019
Q3 | $207K | Sell |
1,195
-108
| -8% | -$18.7K | 0.13% | 116 |
|
|
2019
Q2 | $226K | Buy |
1,303
+47
| +4% | +$8.15K | 0.14% | 110 |
|
|
2019
Q1 | $228K | Buy |
+1,256
| New | +$228K | 0.15% | 106 |
|
|
2018
Q4 | – | Sell |
-2,070
| Closed | -$341K | – | 121 |
|
|
2018
Q3 | $341K | Buy |
2,070
+415
| +25% | +$68.4K | 0.17% | 91 |
|
|
2018
Q2 | $307K | Hold |
1,655
| – | – | 0.17% | 87 |
|
|
2018
Q1 | $304K | Buy |
+1,655
| New | +$304K | 0.18% | 80 |
|