Wealth Management Partners’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,581
| Closed | -$224K | – | 121 |
|
|
2023
Q3 | $224K | Buy |
2,581
+30
| +1% | +$2.6K | 0.14% | 107 |
|
|
2023
Q2 | $213K | Sell |
2,551
-311
| -11% | -$25.9K | 0.13% | 107 |
|
|
2023
Q1 | $292K | Buy |
+2,862
| New | +$292K | 0.2% | 89 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$330K | – | 95 |
|
|
2022
Q1 | $330K | Buy |
+3,000
| New | +$330K | 0.24% | 80 |
|
|
2021
Q1 | – | Sell |
-6,784
| Closed | -$1.8M | – | 117 |
|
|
2020
Q4 | $1.8M | Buy |
+6,784
| New | +$1.8M | 1.41% | 15 |
|