Wunderlich Capital Managemnt’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 |
-11,896
| Closed | -$2.7M | – | 90 |
|
|
2021
Q2 | $2.7M | Sell |
11,896
-23
| -0.2% | -$5.22K | 1.37% | 32 |
|
|
2021
Q1 | $2.7M | Sell |
11,919
-1,614
| -12% | -$366K | 1.48% | 26 |
|
|
2020
Q4 | $3.15M | Sell |
13,533
-158
| -1% | -$36.8K | 1.74% | 13 |
|
|
2020
Q3 | $4.03M | Sell |
13,691
-160
| -1% | -$47K | 2.49% | 7 |
|
|
2020
Q2 | $2.99M | Sell |
13,851
-322
| -2% | -$69.5K | 2.1% | 11 |
|
|
2020
Q1 | $2.76M | Buy |
14,173
+871
| +7% | +$169K | 2.27% | 8 |
|
|
2019
Q4 | $2.82M | Sell |
13,302
-88
| -0.7% | -$18.7K | 1.78% | 10 |
|
|
2019
Q3 | $2.24M | Buy |
13,390
+119
| +0.9% | +$19.9K | 1.54% | 15 |
|
|
2019
Q2 | $2.25M | Buy |
13,271
+129
| +1% | +$21.9K | 1.49% | 16 |
|
|
2019
Q1 | $2.4M | Buy |
13,142
+2,209
| +20% | +$403K | 1.67% | 8 |
|
|
2018
Q4 | $1.8M | Hold |
10,933
| – | – | 1.38% | 23 |
|
|
2018
Q3 | $1.8M | Buy |
10,933
+1,680
| +18% | +$277K | 1.28% | 34 |
|
|
2018
Q2 | $1.72M | Buy |
9,253
+106
| +1% | +$19.7K | 1.19% | 36 |
|
|
2018
Q1 | $1.68M | Buy |
+9,147
| New | +$1.68M | 1.15% | 35 |
|
|
2015
Q4 | – | Sell |
-15,273
| Closed | -$901K | – | 94 |
|
|
2015
Q3 | $901K | Buy |
+15,273
| New | +$901K | 0.83% | 66 |
|