Mount Yale Investment Advisors’s CRH CRH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $932K | Buy |
10,153
+1,378
| +16% | +$127K | 0.07% | 220 |
|
2025
Q1 | $772K | Sell |
8,775
-284
| -3% | -$25K | 0.07% | 238 |
|
2024
Q4 | $838K | Buy |
9,059
+58
| +0.6% | +$5.37K | 0.07% | 239 |
|
2024
Q3 | $835K | Buy |
9,001
+326
| +4% | +$30.2K | 0.08% | 228 |
|
2024
Q2 | $650K | Buy |
8,675
+1,296
| +18% | +$97.2K | 0.05% | 294 |
|
2024
Q1 | $637K | Sell |
7,379
-1,198
| -14% | -$103K | 0.05% | 307 |
|
2023
Q4 | $593K | Sell |
8,577
-3,504
| -29% | -$242K | 0.06% | 287 |
|
2023
Q3 | $661K | Sell |
12,081
-1,505
| -11% | -$82.4K | 0.07% | 258 |
|
2023
Q2 | $757K | Sell |
13,586
-15,816
| -54% | -$881K | 0.08% | 246 |
|
2023
Q1 | $1.5M | Buy |
29,402
+19,556
| +199% | +$995K | 0.17% | 130 |
|
2022
Q4 | $392K | Buy |
9,846
+1,173
| +14% | +$46.7K | 0.04% | 310 |
|
2022
Q3 | $280K | Buy |
8,673
+1,283
| +17% | +$41.4K | 0.04% | 354 |
|
2022
Q2 | $257K | Buy |
7,390
+2,268
| +44% | +$78.9K | 0.03% | 387 |
|
2022
Q1 | $205K | Buy |
5,122
+650
| +15% | +$26K | 0.02% | 450 |
|
2021
Q4 | $236K | Buy |
4,472
+30
| +0.7% | +$1.58K | 0.02% | 415 |
|
2021
Q3 | $208K | Buy |
4,442
+10
| +0.2% | +$468 | 0.02% | 438 |
|
2021
Q2 | $225K | Buy |
+4,432
| New | +$225K | 0.03% | 385 |
|
2021
Q1 | – | Sell |
-6,273
| Closed | -$267K | – | 417 |
|
2020
Q4 | $267K | Buy |
+6,273
| New | +$267K | 0.04% | 319 |
|
2018
Q4 | – | Sell |
-2,884
| Closed | -$88K | – | 412 |
|
2018
Q3 | $88K | Sell |
2,884
-8
| -0.3% | -$244 | 0.02% | 478 |
|
2018
Q2 | $102K | Buy |
2,892
+9
| +0.3% | +$317 | 0.02% | 449 |
|
2018
Q1 | $98K | Buy |
+2,883
| New | +$98K | 0.02% | 458 |
|