Mount Yale Investment Advisors’s Commault Systems CVLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
1,570
+31
| +2% | +$5.4K | 0.02% | 483 |
|
|
2025
Q1 | $243K | Buy |
+1,539
| New | +$243K | 0.02% | 482 |
|
|
2024
Q4 | – | Sell |
-2,355
| Closed | -$362K | – | 548 |
|
|
2024
Q3 | $362K | Sell |
2,355
-929
| -28% | -$143K | 0.03% | 387 |
|
|
2024
Q2 | $399K | Sell |
3,284
-904
| -22% | -$110K | 0.03% | 382 |
|
|
2024
Q1 | $425K | Sell |
4,188
-37
| -0.9% | -$3.75K | 0.03% | 388 |
|
|
2023
Q4 | $337K | Buy |
4,225
+754
| +22% | +$60.2K | 0.03% | 392 |
|
|
2023
Q3 | $235K | Sell |
3,471
-84
| -2% | -$5.68K | 0.03% | 444 |
|
|
2023
Q2 | $258K | Sell |
3,555
-309
| -8% | -$22.4K | 0.03% | 421 |
|
|
2023
Q1 | $219K | Buy |
+3,864
| New | +$219K | 0.02% | 442 |
|
|
2022
Q4 | – | Sell |
-3,961
| Closed | -$210K | – | 458 |
|
|
2022
Q3 | $210K | Sell |
3,961
-51
| -1% | -$2.7K | 0.03% | 410 |
|
|
2022
Q2 | $252K | Buy |
4,012
+350
| +10% | +$22K | 0.03% | 395 |
|
|
2022
Q1 | $243K | Buy |
3,662
+507
| +16% | +$33.6K | 0.03% | 412 |
|
|
2021
Q4 | $217K | Sell |
3,155
-654
| -17% | -$45K | 0.02% | 432 |
|
|
2021
Q3 | $287K | Buy |
3,809
+587
| +18% | +$44.2K | 0.03% | 359 |
|
|
2021
Q2 | $252K | Buy |
+3,222
| New | +$252K | 0.03% | 364 |
|