Mount Yale Investment Advisors’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $442K | Sell |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $496K | Sell |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $319K | Sell |
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|
2021
Q4 | $324K | Sell |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $323K | Buy |
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|
2020
Q4 | $268K | Buy |
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