WR Wealth Planners’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $115K | Sell |
1,351
-1,888
| -58% | -$160K | 0.04% | 213 |
|
|
2024
Q3 | $344K | Buy |
3,239
+232
| +8% | +$24.6K | 0.1% | 132 |
|
|
2024
Q2 | $217K | Buy |
3,007
+194
| +7% | +$14K | 0.07% | 160 |
|
|
2024
Q1 | $204K | Buy |
+2,813
| New | +$204K | 0.06% | 169 |
|
|
2023
Q4 | – | Sell |
-2,416
| Closed | -$210K | – | 235 |
|
|
2023
Q3 | $210K | Buy |
2,416
+307
| +15% | +$26.6K | 0.08% | 161 |
|
|
2023
Q2 | $176K | Buy |
2,109
+185
| +10% | +$15.4K | 0.07% | 181 |
|
|
2023
Q1 | $197K | Buy |
1,924
+1,894
| +6,313% | +$194K | 0.08% | 156 |
|
|
2022
Q4 | $2.64K | Hold |
30
| – | – | ﹤0.01% | 377 |
|
|
2022
Q3 | $2.4K | Hold |
30
| – | – | ﹤0.01% | 376 |
|
|
2022
Q2 | $3.41K | Hold |
30
| – | – | ﹤0.01% | 383 |
|
|
2022
Q1 | $3.26K | Buy |
+30
| New | +$3.26K | ﹤0.01% | 391 |
|