Mount Yale Investment Advisors’s Bowl America Incorporated BWL.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-80,314
| Closed | -$708K | – | 490 |
|
|
2021
Q2 | $708K | Hold |
80,314
| – | – | 0.09% | 226 |
|
|
2021
Q1 | $842K | Hold |
80,314
| – | – | 0.11% | 194 |
|
|
2020
Q4 | $757K | Sell |
80,314
-67,311
| -46% | -$634K | 0.11% | 206 |
|
|
2020
Q3 | $1.45M | Hold |
147,625
| – | – | 0.21% | 102 |
|
|
2020
Q2 | $1.39M | Hold |
147,625
| – | – | 0.25% | 98 |
|
|
2020
Q1 | $1.28M | Hold |
147,625
| – | – | 0.29% | 91 |
|
|
2019
Q4 | $2.23M | Hold |
147,625
| – | – | 0.39% | 59 |
|
|
2019
Q3 | $2.44M | Hold |
147,625
| – | – | 0.44% | 58 |
|
|
2019
Q2 | $2.25M | Hold |
147,625
| – | – | 0.42% | 56 |
|
|
2019
Q1 | $2.22M | Hold |
147,625
| – | – | 0.42% | 58 |
|
|
2018
Q4 | $2.29M | Hold |
147,625
| – | – | 0.46% | 50 |
|
|
2018
Q3 | $2.29M | Hold |
147,625
| – | – | 0.4% | 56 |
|
|
2018
Q2 | $2.22M | Hold |
147,625
| – | – | 0.42% | 59 |
|
|
2018
Q1 | $2.19M | Buy |
+147,625
| New | +$2.19M | 0.47% | 53 |
|