Mount Yale Investment Advisors’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Sell |
1,903
-154
| -7% | -$35.8K | 0.03% | 369 |
|
|
2025
Q1 | $463K | Sell |
2,057
-13
| -0.6% | -$2.93K | 0.04% | 341 |
|
|
2024
Q4 | $496K | Sell |
2,070
-55
| -3% | -$13.2K | 0.04% | 344 |
|
|
2024
Q3 | $474K | Sell |
2,125
-43
| -2% | -$9.59K | 0.05% | 355 |
|
|
2024
Q2 | $421K | Sell |
2,168
-24
| -1% | -$4.66K | 0.03% | 374 |
|
|
2024
Q1 | $433K | Sell |
2,192
-18
| -0.8% | -$3.56K | 0.03% | 383 |
|
|
2023
Q4 | $382K | Sell |
2,210
-15
| -0.7% | -$2.59K | 0.04% | 371 |
|
|
2023
Q3 | $344K | Buy |
2,225
+229
| +11% | +$35.4K | 0.04% | 366 |
|
|
2023
Q2 | $289K | Sell |
1,996
-114
| -5% | -$16.5K | 0.03% | 400 |
|
|
2023
Q1 | $300K | Sell |
2,110
-35
| -2% | -$4.97K | 0.03% | 377 |
|
|
2022
Q4 | $270K | Sell |
2,145
-350
| -14% | -$44.1K | 0.03% | 371 |
|
|
2022
Q3 | $256K | Sell |
2,495
-455
| -15% | -$46.7K | 0.03% | 368 |
|
|
2022
Q2 | $284K | Sell |
2,950
-162
| -5% | -$15.6K | 0.04% | 366 |
|
|
2022
Q1 | $319K | Sell |
3,112
-40
| -1% | -$4.1K | 0.03% | 350 |
|
|
2021
Q4 | $324K | Sell |
3,152
-529
| -14% | -$54.4K | 0.03% | 352 |
|
|
2021
Q3 | $332K | Buy |
3,681
+96
| +3% | +$8.66K | 0.04% | 334 |
|
|
2021
Q2 | $326K | Buy |
3,585
+46
| +1% | +$4.18K | 0.04% | 306 |
|
|
2021
Q1 | $323K | Buy |
3,539
+101
| +3% | +$9.22K | 0.04% | 297 |
|
|
2020
Q4 | $268K | Buy |
+3,438
| New | +$268K | 0.04% | 318 |
|