YIA
YHB Investment Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,494
| Closed | -$221K | – | 311 |
|
|
2021
Q3 | $221K | Sell |
1,494
-2,263
| -60% | -$335K | 0.02% | 294 |
|
|
2021
Q2 | $852K | Buy |
3,757
+5
| +0.1% | +$1.13K | 0.07% | 176 |
|
|
2021
Q1 | $896K | Sell |
3,752
-50
| -1% | -$11.9K | 0.08% | 172 |
|
|
2020
Q4 | $885K | Sell |
3,802
-2,401
| -39% | -$559K | 0.08% | 167 |
|
|
2020
Q3 | $1.82M | Sell |
6,203
-639
| -9% | -$188K | 0.2% | 112 |
|
|
2020
Q2 | $1.48M | Sell |
6,842
-201
| -3% | -$43.4K | 0.21% | 87 |
|
|
2020
Q1 | $1.37M | Sell |
7,043
-86
| -1% | -$16.7K | 0.24% | 86 |
|
|
2019
Q4 | $1.51M | Sell |
7,129
-463
| -6% | -$98.2K | 0.22% | 92 |
|
|
2019
Q3 | $1.27M | Buy |
7,592
+811
| +12% | +$136K | 0.19% | 97 |
|
|
2019
Q2 | $1.15M | Buy |
6,781
+145
| +2% | +$24.6K | 0.18% | 104 |
|
|
2019
Q1 | $1.21M | Buy |
6,636
+350
| +6% | +$63.9K | 0.19% | 107 |
|
|
2018
Q4 | $862K | Buy |
6,286
+170
| +3% | +$23.3K | 0.15% | 114 |
|
|
2018
Q3 | $1.01M | Buy |
6,116
+1,038
| +20% | +$171K | 0.15% | 117 |
|
|
2018
Q2 | $942K | Sell |
5,078
-6
| -0.1% | -$1.11K | 0.15% | 119 |
|
|
2018
Q1 | $933K | Buy |
5,084
+804
| +19% | +$148K | 0.16% | 115 |
|
|
2017
Q4 | $738K | Buy |
4,280
+55
| +1% | +$9.48K | 0.13% | 118 |
|
|
2017
Q3 | $730K | Sell |
4,225
-90
| -2% | -$15.6K | 0.13% | 119 |
|
|
2017
Q2 | $608K | Buy |
4,315
+125
| +3% | +$17.6K | 0.1% | 122 |
|
|
2017
Q1 | $484K | Sell |
4,190
-75
| -2% | -$8.66K | 0.09% | 124 |
|
|
2016
Q4 | $375K | Buy |
4,265
+570
| +15% | +$50.1K | 0.08% | 135 |
|
|
2016
Q3 | $391K | Sell |
3,695
-4,195
| -53% | -$444K | 0.09% | 127 |
|
|
2016
Q2 | $627K | Sell |
7,890
-1,894
| -19% | -$151K | 0.14% | 115 |
|
|
2016
Q1 | $773K | Sell |
9,784
-18,845
| -66% | -$1.49M | 0.21% | 99 |
|
|
2015
Q4 | $2.33M | Buy |
28,629
+69
| +0.2% | +$5.61K | 0.53% | 57 |
|
|
2015
Q3 | $1.68M | Buy |
28,560
+5,180
| +22% | +$305K | 0.4% | 77 |
|
|
2015
Q2 | $1.92M | Buy |
23,380
+2,850
| +14% | +$234K | 0.42% | 73 |
|
|
2015
Q1 | $1.71M | Buy |
20,530
+7,030
| +52% | +$585K | 0.38% | 77 |
|
|
2014
Q4 | $1.4M | Sell |
13,500
-3,850
| -22% | -$400K | 0.32% | 85 |
|
|
2014
Q3 | $1.54M | Buy |
+17,350
| New | +$1.54M | 0.37% | 81 |
|