Mount Yale Investment Advisors’s Axalta AXTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.35K | Buy |
+79
| New | +$2.35K | ﹤0.01% | 1317 |
|
2023
Q2 | – | Sell |
-10,094
| Closed | -$306K | – | 480 |
|
2023
Q1 | $306K | Sell |
10,094
-1,231
| -11% | -$37.3K | 0.03% | 371 |
|
2022
Q4 | $288K | Sell |
11,325
-1,974
| -15% | -$50.3K | 0.03% | 356 |
|
2022
Q3 | $280K | Buy |
13,299
+1,411
| +12% | +$29.7K | 0.04% | 353 |
|
2022
Q2 | $263K | Buy |
11,888
+1,048
| +10% | +$23.2K | 0.03% | 382 |
|
2022
Q1 | $266K | Buy |
10,840
+393
| +4% | +$9.64K | 0.03% | 398 |
|
2021
Q4 | $346K | Buy |
10,447
+74
| +0.7% | +$2.45K | 0.04% | 337 |
|
2021
Q3 | $303K | Buy |
+10,373
| New | +$303K | 0.03% | 348 |
|