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