Mount Yale Investment Advisors’s CyberArk CYBR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $407K | Sell |
1,000
-549
| -35% | -$223K | 0.03% | 384 |
|
2025
Q1 | $524K | Buy |
+1,549
| New | +$524K | 0.04% | 320 |
|
2022
Q4 | – | Sell |
-1,334
| Closed | -$200K | – | 459 |
|
2022
Q3 | $200K | Sell |
1,334
-259
| -16% | -$38.8K | 0.03% | 423 |
|
2022
Q2 | $204K | Buy |
+1,593
| New | +$204K | 0.03% | 438 |
|
2022
Q1 | – | Sell |
-1,336
| Closed | -$232K | – | 470 |
|
2021
Q4 | $232K | Sell |
1,336
-21
| -2% | -$3.65K | 0.02% | 418 |
|
2021
Q3 | $214K | Buy |
+1,357
| New | +$214K | 0.02% | 431 |
|
2020
Q3 | – | Sell |
-2,113
| Closed | -$210K | – | 351 |
|
2020
Q2 | $210K | Buy |
+2,113
| New | +$210K | 0.04% | 301 |
|
2020
Q1 | – | Sell |
-2,536
| Closed | -$351K | – | 300 |
|
2019
Q4 | $351K | Sell |
2,536
-319
| -11% | -$44.2K | 0.06% | 259 |
|
2019
Q3 | $329K | Sell |
2,855
-28
| -1% | -$3.23K | 0.06% | 259 |
|
2019
Q2 | $335K | Buy |
2,883
+148
| +5% | +$17.2K | 0.06% | 248 |
|
2019
Q1 | $326K | Buy |
+2,735
| New | +$326K | 0.06% | 239 |
|