XWM
Xcel Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,417
| Closed | -$210K | – | 144 |
|
|
2021
Q3 | $210K | Sell |
1,417
-3,236
| -70% | -$480K | 0.06% | 133 |
|
|
2021
Q2 | $1.06M | Buy |
4,653
+1,220
| +36% | +$277K | 0.32% | 66 |
|
|
2021
Q1 | $778K | Buy |
3,433
+2,158
| +169% | +$489K | 0.28% | 67 |
|
|
2020
Q4 | $296K | Buy |
+1,275
| New | +$296K | 0.13% | 101 |
|
|
2020
Q3 | – | Sell |
-953
| Closed | -$205K | – | 109 |
|
|
2020
Q2 | $205K | Sell |
953
-6,365
| -87% | -$1.37M | 0.13% | 94 |
|
|
2020
Q1 | $1.42M | Buy |
7,318
+25
| +0.3% | +$4.86K | 1.28% | 27 |
|
|
2019
Q4 | $1.55M | Buy |
7,293
+10
| +0.1% | +$2.12K | 1.28% | 23 |
|
|
2019
Q3 | $1.22M | Buy |
7,283
+600
| +9% | +$100K | 1.13% | 29 |
|
|
2019
Q2 | $1.13M | Buy |
6,683
+1,225
| +22% | +$207K | 1.11% | 31 |
|
|
2019
Q1 | $995K | Buy |
5,458
+1,880
| +53% | +$343K | 1.03% | 30 |
|
|
2018
Q4 | $490K | Buy |
+3,578
| New | +$490K | 0.6% | 35 |
|