Mount Yale Investment Advisors’s Avient AVNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Buy
7,294
+81
+1% +$2.62K 0.02% 520
2025
Q1
$268K Sell
7,213
-186
-3% -$6.91K 0.02% 466
2024
Q4
$302K Sell
7,399
-131
-2% -$5.35K 0.02% 442
2024
Q3
$379K Sell
7,530
-133
-2% -$6.69K 0.04% 383
2024
Q2
$335K Sell
7,663
-98
-1% -$4.28K 0.03% 413
2024
Q1
$337K Buy
7,761
+2,217
+40% +$96.2K 0.03% 422
2023
Q4
$230K Sell
5,544
-2,223
-29% -$92.4K 0.02% 458
2023
Q3
$274K Buy
7,767
+87
+1% +$3.07K 0.03% 406
2023
Q2
$314K Sell
7,680
-427
-5% -$17.5K 0.03% 379
2023
Q1
$334K Buy
+8,107
New +$334K 0.04% 361
2022
Q4
Sell
-6,788
Closed -$206K 451
2022
Q3
$206K Sell
6,788
-43
-0.6% -$1.31K 0.03% 415
2022
Q2
$274K Sell
6,831
-471
-6% -$18.9K 0.03% 373
2022
Q1
$351K Buy
7,302
+38
+0.5% +$1.83K 0.04% 343
2021
Q4
$406K Sell
7,264
-119
-2% -$6.65K 0.04% 318
2021
Q3
$342K Sell
7,383
-491
-6% -$22.7K 0.04% 330
2021
Q2
$387K Sell
7,874
-525
-6% -$25.8K 0.05% 287
2021
Q1
$397K Buy
8,399
+678
+9% +$32K 0.05% 281
2020
Q4
$311K Sell
7,721
-827
-10% -$33.3K 0.04% 291
2020
Q3
$226K Sell
8,548
-681
-7% -$18K 0.03% 308
2020
Q2
$242K Buy
+9,229
New +$242K 0.04% 285
2018
Q4
Sell
-3,120
Closed -$109K 351
2018
Q3
$109K Buy
3,120
+19
+0.6% +$664 0.02% 415
2018
Q2
$134K Sell
3,101
-2
-0.1% -$86 0.03% 375
2018
Q1
$132K Buy
+3,103
New +$132K 0.03% 372