Mount Yale Investment Advisors’s Civitas Resources CIVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,726
Closed -$280K 467
2021
Q4
$280K Sell
5,726
-95
-2% -$4.65K 0.03% 385
2021
Q3
$279K Buy
5,821
+98
+2% +$4.7K 0.03% 365
2021
Q2
$269K Buy
+5,723
New +$269K 0.03% 341