Windsor Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,738
| Closed | -$394K | – | 223 |
|
|
2021
Q2 | $394K | Buy |
1,738
+104
| +6% | +$23.6K | 0.09% | 160 |
|
|
2021
Q1 | $370K | Sell |
1,634
-419
| -20% | -$94.9K | 0.09% | 163 |
|
|
2020
Q4 | $478K | Buy |
2,053
+335
| +19% | +$78K | 0.12% | 139 |
|
|
2020
Q3 | $527K | Buy |
1,718
+574
| +50% | +$176K | 0.15% | 122 |
|
|
2020
Q2 | $247K | Hold |
1,144
| – | – | 0.08% | 170 |
|
|
2020
Q1 | $222K | Sell |
1,144
-25
| -2% | -$4.85K | 0.09% | 164 |
|
|
2019
Q4 | $248K | Buy |
+1,169
| New | +$248K | 0.09% | 170 |
|
|
2019
Q3 | – | Sell |
-1,324
| Closed | -$232K | – | 177 |
|
|
2019
Q2 | $232K | Buy |
+1,324
| New | +$232K | 0.1% | 162 |
|