Mount Yale Investment Advisors’s Ball Corp BALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $86.2K | Buy |
+1,537
| New | +$86.2K | 0.01% | 690 |
|
2023
Q2 | – | Sell |
-6,368
| Closed | -$351K | – | 482 |
|
2023
Q1 | $351K | Buy |
+6,368
| New | +$351K | 0.04% | 349 |
|
2022
Q3 | – | Sell |
-6,503
| Closed | -$447K | – | 447 |
|
2022
Q2 | $447K | Buy |
6,503
+297
| +5% | +$20.4K | 0.06% | 300 |
|
2022
Q1 | $559K | Sell |
6,206
-20
| -0.3% | -$1.8K | 0.06% | 290 |
|
2021
Q4 | $599K | Sell |
6,226
-505
| -8% | -$48.6K | 0.06% | 267 |
|
2021
Q3 | $606K | Buy |
6,731
+170
| +3% | +$15.3K | 0.07% | 253 |
|
2021
Q2 | $532K | Buy |
6,561
+239
| +4% | +$19.4K | 0.06% | 262 |
|
2021
Q1 | $536K | Buy |
+6,322
| New | +$536K | 0.07% | 254 |
|