Mount Yale Investment Advisors’s ENI E Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23,700
| Closed | -$693K | – | 464 |
|
|
2022
Q1 | $693K | Buy |
+23,700
| New | +$693K | 0.08% | 254 |
|
|
2018
Q4 | – | Sell |
-2,414
| Closed | -$87K | – | 435 |
|
|
2018
Q3 | $87K | Buy |
2,414
+836
| +53% | +$30.1K | 0.02% | 484 |
|
|
2018
Q2 | $59K | Buy |
1,578
+431
| +38% | +$16.1K | 0.01% | 598 |
|
|
2018
Q1 | $41K | Buy |
+1,147
| New | +$41K | 0.01% | 650 |
|