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 |
|