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 |
|