YorkBridge Wealth Partners’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,114
| Closed | -$461K | – | 281 |
|
|
2021
Q3 | $461K | Buy |
3,114
+8
| +0.3% | +$1.18K | 0.12% | 140 |
|
|
2021
Q2 | $704K | Buy |
3,106
+72
| +2% | +$16.3K | 0.18% | 101 |
|
|
2021
Q1 | $688K | Sell |
3,034
-1,183
| -28% | -$268K | 0.2% | 88 |
|
|
2020
Q4 | $981K | Buy |
4,217
+2,254
| +115% | +$524K | 0.33% | 67 |
|
|
2020
Q3 | $577K | Sell |
1,963
-2,073
| -51% | -$609K | 0.24% | 83 |
|
|
2020
Q2 | $871K | Buy |
+4,036
| New | +$871K | 0.4% | 62 |
|
|
2020
Q1 | – | Sell |
-1,078
| Closed | -$229K | – | 158 |
|
|
2019
Q4 | $229K | Buy |
+1,078
| New | +$229K | 0.11% | 171 |
|
|
2019
Q3 | – | Sell |
-1,084
| Closed | -$184K | – | 208 |
|
|
2019
Q2 | $184K | Buy |
1,084
+17
| +2% | +$2.89K | 0.08% | 179 |
|
|
2019
Q1 | $195K | Buy |
1,067
+218
| +26% | +$39.8K | 0.09% | 163 |
|
|
2018
Q4 | $116K | Buy |
849
+101
| +14% | +$13.8K | 0.06% | 224 |
|
|
2018
Q3 | $121K | Buy |
748
+208
| +39% | +$33.6K | 0.06% | 251 |
|
|
2018
Q2 | $100K | Hold |
540
| – | – | 0.04% | 291 |
|
|
2018
Q1 | $95K | Buy |
540
+200
| +59% | +$35.2K | 0.04% | 300 |
|
|
2017
Q4 | $61K | Hold |
340
| – | – | 0.03% | 350 |
|
|
2017
Q3 | $59K | Sell |
340
-25
| -7% | -$4.34K | 0.03% | 354 |
|
|
2017
Q2 | $51K | Hold |
365
| – | – | 0.03% | 369 |
|
|
2017
Q1 | $43K | Sell |
365
-500
| -58% | -$58.9K | 0.02% | 384 |
|
|
2016
Q4 | $80K | Buy |
+865
| New | +$80K | 0.05% | 277 |
|