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