Wells Trecaso Financial Group’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-817
Closed -$240K 79
2020
Q3
$240K Sell
817
-131
-14% -$38.5K 0.15% 59
2020
Q2
$205K Buy
+948
New +$205K 0.14% 65
2020
Q1
Sell
-1,054
Closed -$224K 62
2019
Q4
$224K Buy
+1,054
New +$224K 0.16% 66