Mount Yale Investment Advisors’s Diodes DIOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,634
| Closed | -$695K | – | 541 |
|
|
2023
Q4 | $695K | Sell |
8,634
-271
| -3% | -$21.8K | 0.07% | 262 |
|
|
2023
Q3 | $702K | Buy |
8,905
+35
| +0.4% | +$2.76K | 0.08% | 248 |
|
|
2023
Q2 | $820K | Sell |
8,870
-529
| -6% | -$48.9K | 0.09% | 227 |
|
|
2023
Q1 | $872K | Sell |
9,399
-704
| -7% | -$65.3K | 0.1% | 209 |
|
|
2022
Q4 | $769K | Sell |
10,103
-965
| -9% | -$73.5K | 0.09% | 232 |
|
|
2022
Q3 | $718K | Sell |
11,068
-197
| -2% | -$12.8K | 0.1% | 218 |
|
|
2022
Q2 | $727K | Sell |
11,265
-41
| -0.4% | -$2.65K | 0.09% | 220 |
|
|
2022
Q1 | $984K | Sell |
11,306
-887
| -7% | -$77.2K | 0.11% | 193 |
|
|
2021
Q4 | $1.34M | Sell |
12,193
-312
| -2% | -$34.3K | 0.14% | 161 |
|
|
2021
Q3 | $1.13M | Buy |
12,505
+22
| +0.2% | +$1.99K | 0.13% | 176 |
|
|
2021
Q2 | $996K | Buy |
12,483
+42
| +0.3% | +$3.35K | 0.12% | 176 |
|
|
2021
Q1 | $993K | Sell |
12,441
-969
| -7% | -$77.3K | 0.13% | 164 |
|
|
2020
Q4 | $945K | Buy |
13,410
+77
| +0.6% | +$5.43K | 0.13% | 170 |
|
|
2020
Q3 | $753K | Sell |
13,333
-135
| -1% | -$7.62K | 0.11% | 184 |
|
|
2020
Q2 | $683K | Buy |
13,468
+1,286
| +11% | +$65.2K | 0.12% | 176 |
|
|
2020
Q1 | $495K | Buy |
12,182
+1,725
| +16% | +$70.1K | 0.11% | 170 |
|
|
2019
Q4 | $540K | Sell |
10,457
-1,547
| -13% | -$79.9K | 0.09% | 179 |
|
|
2019
Q3 | $553K | Sell |
12,004
-285
| -2% | -$13.1K | 0.1% | 178 |
|
|
2019
Q2 | $463K | Buy |
+12,289
| New | +$463K | 0.09% | 199 |
|