Wealthspire Advisors (Maryland)’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$2.93M Buy
9,954
+2,062
+26% +$606K 0.1% 97
2020
Q2
$1.7M Buy
7,892
+185
+2% +$39.9K 0.12% 108
2020
Q1
$1.5M Sell
7,707
-606
-7% -$118K 0.13% 105
2019
Q4
$1.76M Buy
8,313
+1,083
+15% +$230K 0.12% 106
2019
Q3
$1.21M Buy
7,230
+550
+8% +$92K 0.09% 121
2019
Q2
$1.13M Buy
6,680
+107
+2% +$18.1K 0.08% 127
2019
Q1
$1.2M Sell
6,573
-142
-2% -$25.9K 0.09% 120
2018
Q4
$920K Buy
6,715
+234
+4% +$32.1K 0.08% 130
2018
Q3
$1.07M Sell
6,481
-24
-0.4% -$3.96K 0.09% 131
2018
Q2
$1.21M Buy
6,505
+738
+13% +$137K 0.11% 110
2018
Q1
$1.06M Sell
5,767
-307
-5% -$56.3K 0.1% 124
2017
Q4
$1.05M Buy
6,074
+1,651
+37% +$285K 0.1% 130
2017
Q3
$764K Sell
4,423
-163
-4% -$28.2K 0.08% 160
2017
Q2
$646K Buy
4,586
+1,619
+55% +$228K 0.08% 180
2017
Q1
$320K Sell
2,967
-902
-23% -$97.3K 0.05% 275
2016
Q4
$340K Buy
3,869
+1,170
+43% +$103K 0.05% 249
2016
Q3
$286K Sell
2,699
-1,015
-27% -$108K 0.04% 285
2016
Q2
$295K Sell
3,714
-125
-3% -$9.93K 0.05% 258
2016
Q1
$303K Buy
3,839
+72
+2% +$5.68K 0.05% 251
2015
Q4
$306K Buy
+3,767
New +$306K 0.06% 255