Hel Ved Capital Management’s Full Truck Alliance YMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-382,600
| Closed | -$3.08M | – | 75 |
|
|
2024
Q2 | $3.08M | Sell |
382,600
-550,400
| -59% | -$4.43M | 0.84% | 30 |
|
|
2024
Q1 | $6.78M | Sell |
933,000
-685,426
| -42% | -$4.98M | 1.68% | 19 |
|
|
2023
Q4 | $11.3M | Sell |
1,618,426
-573,433
| -26% | -$4.02M | 3.27% | 8 |
|
|
2023
Q3 | $15.4M | Sell |
2,191,859
-176,841
| -7% | -$1.24M | 5.1% | 7 |
|
|
2023
Q2 | $14.7M | Buy |
2,368,700
+218,000
| +10% | +$1.36M | 5.41% | 4 |
|
|
2023
Q1 | $16.4M | Buy |
2,150,700
+1,740,700
| +425% | +$13.2M | 8.12% | 4 |
|
|
2022
Q4 | $3.28M | Buy |
+410,000
| New | +$3.28M | 1.85% | 8 |
|