WealthPlan Investment Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-567
| Closed | -$47.3K | – | 174 |
|
|
2023
Q2 | $47.3K | Hold |
567
| – | – | 0.01% | 199 |
|
|
2023
Q1 | $57.9K | Sell |
567
-4,113
| -88% | -$420K | 0.01% | 239 |
|
|
2022
Q4 | $490K | Sell |
4,680
-36
| -0.8% | -$3.77K | 0.03% | 256 |
|
|
2022
Q3 | $417K | Buy |
+4,716
| New | +$417K | 0.03% | 266 |
|
|
2022
Q1 | $473K | Buy |
+4,873
| New | +$473K | 0.03% | 258 |
|