Mount Yale Investment Advisors’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-8,564
| Closed | -$249K | – | 381 |
|
2020
Q2 | $249K | Sell |
8,564
-691
| -7% | -$20.1K | 0.04% | 280 |
|
2020
Q1 | $206K | Sell |
9,255
-1,334
| -13% | -$29.7K | 0.05% | 269 |
|
2019
Q4 | $304K | Sell |
10,589
-466
| -4% | -$13.4K | 0.05% | 274 |
|
2019
Q3 | $276K | Sell |
11,055
-350
| -3% | -$8.74K | 0.05% | 272 |
|
2019
Q2 | $264K | Buy |
+11,405
| New | +$264K | 0.05% | 274 |
|
2018
Q2 | – | Sell |
-4,340
| Closed | -$85K | – | 1003 |
|
2018
Q1 | $85K | Buy |
+4,340
| New | +$85K | 0.02% | 503 |
|