Mount Yale Investment Advisors’s Bowl America Incorporated BWL.A Stock Holding History

Mount Yale Investment Advisors’s Portfolio BWL.A Stock Details BWL.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-80,314	Closed	-$708K	–	494
2021 Q2	$708K	Hold	80,314	–	–	0.09%	227
2021 Q1	$842K	Hold	80,314	–	–	0.11%	195
2020 Q4	$757K	Sell	80,314 -67,311	-46%	-$598K	0.11%	206
2020 Q3	$1.45M	Hold	147,625	–	–	0.21%	104
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%	60
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	+$2.28M	0.47%	53

Mount Yale Investment Advisors's BWL.A Position: Q3 2021 in Review

Mount Yale Investment Advisors sold out of Bowl America Incorporated (BWL.A) in Q3 2021, closing a stake of 80,314 shares — an estimated $708K sold.

Mount Yale Investment Advisors first reported a position in BWL.A in Q1 2018 and held it in 14 quarters. The position peaked at $2.44M in Q3 2019. 0 funds tracked by Wall St. Rank hold BWL.A as of Q3 2021.

Mount Yale Investment Advisors reported no remaining Bowl America Incorporated position as of Q3 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 80,314 Bowl America Incorporated shares in Q3 2021, an estimated $708K.
Mount Yale Investment Advisors first reported a position in Bowl America Incorporated in Q1 2018 and held it in 14 quarters.
Mount Yale Investment Advisors's Bowl America Incorporated position peaked at $2.44M in Q3 2019.
0 funds tracked by Wall St. Rank held Bowl America Incorporated as of Q3 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.