WGAM
Wilkinson Global Asset Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,820
| Closed | -$226K | – | 96 |
|
|
2022
Q3 | $226K | Hold |
2,820
| – | – | 0.02% | 85 |
|
|
2022
Q2 | $321K | Hold |
2,820
| – | – | 0.03% | 68 |
|
|
2022
Q1 | $307K | Hold |
2,820
| – | – | 0.02% | 72 |
|
|
2021
Q4 | $335K | Sell |
2,820
-135
| -5% | -$16K | 0.02% | 73 |
|
|
2021
Q3 | $437K | Sell |
2,955
-640
| -18% | -$94.6K | 0.03% | 68 |
|
|
2021
Q2 | $815K | Buy |
3,595
+1,015
| +39% | +$230K | 0.05% | 60 |
|
|
2021
Q1 | $585K | Buy |
+2,580
| New | +$585K | 0.04% | 63 |
|