Mount Yale Investment Advisors’s Peabody Energy BTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.9K | Buy |
+2,527
| New | +$33.9K | ﹤0.01% | 928 |
|
|
2023
Q4 | – | Sell |
-8,157
| Closed | -$212K | – | 502 |
|
|
2023
Q3 | $212K | Sell |
8,157
-6,820
| -46% | -$177K | 0.02% | 465 |
|
|
2023
Q2 | $324K | Sell |
14,977
-730
| -5% | -$15.8K | 0.03% | 375 |
|
|
2023
Q1 | $402K | Buy |
15,707
+6,660
| +74% | +$170K | 0.05% | 326 |
|
|
2022
Q4 | $239K | Buy |
9,047
+101
| +1% | +$2.67K | 0.03% | 402 |
|
|
2022
Q3 | $222K | Buy |
+8,946
| New | +$222K | 0.03% | 400 |
|
|
2022
Q2 | – | Sell |
-8,384
| Closed | -$206K | – | 457 |
|
|
2022
Q1 | $206K | Buy |
+8,384
| New | +$206K | 0.02% | 449 |
|