Mount Yale Investment Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
80,098
+1,433
| +2% | +$26.6K | 0.12% | 157 |
|
|
2025
Q1 | $1.21M | Buy |
78,665
+3,126
| +4% | +$48K | 0.1% | 170 |
|
|
2024
Q4 | $1M | Buy |
+75,539
| New | +$1M | 0.08% | 197 |
|
|
2020
Q2 | – | Sell |
-24,718
| Closed | -$112K | – | 336 |
|
|
2020
Q1 | $112K | Sell |
24,718
-22,665
| -48% | -$103K | 0.03% | 283 |
|
|
2019
Q4 | $417K | Sell |
47,383
-20,141
| -30% | -$177K | 0.07% | 239 |
|
|
2019
Q3 | $594K | Buy |
+67,524
| New | +$594K | 0.11% | 166 |
|
|
2018
Q4 | – | Sell |
-19,533
| Closed | -$173K | – | 361 |
|
|
2018
Q3 | $173K | Buy |
+19,533
| New | +$173K | 0.03% | 314 |
|