Wealthstreet Investment Advisors’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$72K Hold
660
1.94% 15
2021
Q4
$78K Hold
660
1.92% 16
2021
Q3
$98K Sell
660
-2,019
-75% -$300K 2.71% 14
2021
Q2
$608K Sell
2,679
-20,165
-88% -$4.58M 3.15% 9
2021
Q1
$5.18M Buy
22,844
+110
+0.5% +$24.9K 0.51% 48
2020
Q4
$5.29M Buy
22,734
+6,636
+41% +$1.54M 0.54% 46
2020
Q3
$4.73M Buy
16,098
+55
+0.3% +$16.2K 0.53% 46
2020
Q2
$3.46M Buy
16,043
+688
+4% +$148K 0.42% 56
2020
Q1
$2.99M Buy
15,355
+4,501
+41% +$875K 0.44% 52
2019
Q4
$2.3M Buy
10,854
+425
+4% +$90.2K 0.27% 89
2019
Q3
$1.85M Buy
10,429
+1,199
+13% +$212K 0.24% 97
2019
Q2
$1.56M Sell
9,230
-752
-8% -$127K 0.2% 108
2019
Q1
$1.82M Sell
9,982
-800
-7% -$146K 0.24% 104
2018
Q4
$1.71M Buy
10,782
+5,360
+99% +$852K 0.24% 100
2018
Q3
$893K Buy
5,422
+2,190
+68% +$361K 0.11% 165
2018
Q2
$600K Buy
3,232
+479
+17% +$88.9K 0.08% 216
2018
Q1
$505K Buy
+2,753
New +$505K 0.06% 234