Mount Yale Investment Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Buy |
+1,630
| New | +$185K | 0.01% | 550 |
|
|
2023
Q4 | – | Sell |
-3,684
| Closed | -$320K | – | 500 |
|
|
2023
Q3 | $320K | Buy |
3,684
+415
| +13% | +$36K | 0.03% | 381 |
|
|
2023
Q2 | $272K | Sell |
3,269
-19
| -0.6% | -$1.58K | 0.03% | 410 |
|
|
2023
Q1 | $336K | Buy |
+3,288
| New | +$336K | 0.04% | 357 |
|
|
2022
Q4 | – | Sell |
-6,602
| Closed | -$528K | – | 454 |
|
|
2022
Q3 | $528K | Buy |
6,602
+724
| +12% | +$57.9K | 0.07% | 260 |
|
|
2022
Q2 | $668K | Sell |
5,878
-1,905
| -24% | -$216K | 0.08% | 242 |
|
|
2022
Q1 | $847K | Buy |
+7,783
| New | +$847K | 0.09% | 218 |
|
|
2021
Q1 | – | Sell |
-8,410
| Closed | -$1.96M | – | 411 |
|
|
2020
Q4 | $1.96M | Sell |
8,410
-3,786
| -31% | -$881K | 0.27% | 87 |
|
|
2020
Q3 | $3.59M | Sell |
12,196
-418
| -3% | -$123K | 0.51% | 44 |
|
|
2020
Q2 | $2.72M | Buy |
12,614
+3,454
| +38% | +$745K | 0.49% | 54 |
|
|
2020
Q1 | $1.78M | Sell |
9,160
-496
| -5% | -$96.4K | 0.4% | 62 |
|
|
2019
Q4 | $2M | Sell |
9,656
-944
| -9% | -$195K | 0.35% | 74 |
|
|
2019
Q3 | $1.98M | Buy |
10,600
+1,570
| +17% | +$294K | 0.35% | 71 |
|
|
2019
Q2 | $1.44M | Sell |
9,030
-4
| -0% | -$637 | 0.27% | 86 |
|
|
2019
Q1 | $1.65M | Sell |
9,034
-500
| -5% | -$91.2K | 0.31% | 77 |
|
|
2018
Q4 | $1.6M | Sell |
9,534
-330
| -3% | -$55.2K | 0.32% | 78 |
|
|
2018
Q3 | $1.5M | Sell |
9,864
-698
| -7% | -$106K | 0.26% | 87 |
|
|
2018
Q2 | $1.96M | Sell |
10,562
-21
| -0.2% | -$3.9K | 0.37% | 65 |
|
|
2018
Q1 | $1.94M | Buy |
+10,583
| New | +$1.94M | 0.42% | 63 |
|