WFG Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $290K | Buy |
2,056
+876
| +74% | +$124K | 0.07% | 290 |
|
|
2017
Q1 | $127K | Buy |
1,180
+59
| +5% | +$6.35K | 0.03% | 425 |
|
|
2016
Q4 | $98K | Sell |
1,121
-1,174
| -51% | -$103K | 0.02% | 525 |
|
|
2016
Q3 | $243K | Sell |
2,295
-628
| -21% | -$66.5K | 0.06% | 318 |
|
|
2016
Q2 | $232K | Buy |
2,923
+316
| +12% | +$25.1K | 0.06% | 294 |
|
|
2016
Q1 | $206K | Sell |
2,607
-170
| -6% | -$13.4K | 0.06% | 296 |
|
|
2015
Q4 | $226K | Hold |
2,777
| – | – | 0.07% | 264 |
|
|
2015
Q3 | $164K | Sell |
2,777
-450
| -14% | -$26.6K | 0.05% | 330 |
|
|
2015
Q2 | $265K | Buy |
3,227
+143
| +5% | +$11.7K | 0.07% | 266 |
|
|
2015
Q1 | $257K | Sell |
3,084
-974
| -24% | -$81.2K | 0.07% | 288 |
|
|
2014
Q4 | $422K | Buy |
4,058
+2,078
| +105% | +$216K | 0.09% | 256 |
|
|
2014
Q3 | $176K | Buy |
+1,980
| New | +$176K | 0.03% | 481 |
|