Mount Yale Investment Advisors’s Barrick Mining Corporation B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,027
| Closed | -$254K | – | 405 |
|
|
2020
Q3 | $254K | Sell |
9,027
-7,192
| -44% | -$202K | 0.04% | 291 |
|
|
2020
Q2 | $437K | Buy |
16,219
+1,487
| +10% | +$40.1K | 0.08% | 241 |
|
|
2020
Q1 | $270K | Sell |
14,732
-1,011
| -6% | -$18.5K | 0.06% | 245 |
|
|
2019
Q4 | $292K | Buy |
+15,743
| New | +$292K | 0.05% | 278 |
|
|
2018
Q3 | – | Sell |
-5,394
| Closed | -$71K | – | 960 |
|
|
2018
Q2 | $71K | Buy |
5,394
+28
| +0.5% | +$369 | 0.01% | 554 |
|
|
2018
Q1 | $67K | Buy |
+5,366
| New | +$67K | 0.01% | 559 |
|