Mount Yale Investment Advisors’s Alphatec Holdings ATEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
20,651
+4,708
+30% +$52.3K 0.02% 525
2025
Q1
$162K Sell
15,943
-583
-4% -$5.91K 0.01% 522
2024
Q4
$152K Buy
+16,526
New +$152K 0.01% 530