Mount Yale Investment Advisors’s The AZEK Co AZEK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39K | Buy |
+44
| New | +$2.39K | ﹤0.01% | 1316 |
|
|
2022
Q1 | – | Sell |
-7,498
| Closed | -$347K | – | 464 |
|
|
2021
Q4 | $347K | Sell |
7,498
-120
| -2% | -$5.55K | 0.04% | 335 |
|
|
2021
Q3 | $278K | Buy |
7,618
+1,073
| +16% | +$39.2K | 0.03% | 366 |
|
|
2021
Q2 | $278K | Sell |
6,545
-64
| -1% | -$2.72K | 0.03% | 334 |
|
|
2021
Q1 | $278K | Buy |
6,609
+843
| +15% | +$35.5K | 0.04% | 329 |
|
|
2020
Q4 | $222K | Buy |
+5,766
| New | +$222K | 0.03% | 358 |
|