Westwood Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,130
| Closed | -$618K | – | 35 |
|
|
2023
Q3 | $618K | Sell |
7,130
-1,450
| -17% | -$126K | 0.41% | 25 |
|
|
2023
Q2 | $715K | Sell |
8,580
-33
| -0.4% | -$2.75K | 0.5% | 23 |
|
|
2023
Q1 | $880K | Sell |
8,613
-2,800
| -25% | -$286K | 0.78% | 21 |
|
|
2022
Q4 | $1.01M | Sell |
11,413
-1,990
| -15% | -$175K | 1.21% | 18 |
|
|
2022
Q3 | $1.07M | Sell |
13,403
-1,150
| -8% | -$92K | 0.96% | 10 |
|
|
2022
Q2 | $1.65M | Sell |
14,553
-2,372
| -14% | -$270K | 1.91% | 9 |
|
|
2022
Q1 | $1.84K | Sell |
16,925
-1,668
| -9% | -$181 | 0.71% | 15 |
|
|
2021
Q4 | $2.21M | Buy |
+18,593
| New | +$2.21M | 0.94% | 19 |
|