Mount Yale Investment Advisors’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
3,357
+526
| +19% | +$64.5K | 0.03% | 383 |
|
|
2025
Q1 | $287K | Buy |
2,831
+10
| +0.4% | +$1.01K | 0.02% | 446 |
|
|
2024
Q4 | $261K | Buy |
2,821
+57
| +2% | +$5.26K | 0.02% | 478 |
|
|
2024
Q3 | $267K | Buy |
2,764
+15
| +0.5% | +$1.45K | 0.03% | 473 |
|
|
2024
Q2 | $236K | Buy |
2,749
+170
| +7% | +$14.6K | 0.02% | 491 |
|
|
2024
Q1 | $213K | Buy |
+2,579
| New | +$213K | 0.02% | 507 |
|
|
2023
Q3 | – | Sell |
-3,452
| Closed | -$234K | – | 499 |
|
|
2023
Q2 | $234K | Sell |
3,452
-717
| -17% | -$48.6K | 0.02% | 436 |
|
|
2023
Q1 | $226K | Buy |
4,169
+644
| +18% | +$34.8K | 0.03% | 439 |
|
|
2022
Q4 | $211K | Buy |
+3,525
| New | +$211K | 0.02% | 425 |
|
|
2021
Q2 | – | Sell |
-5,658
| Closed | -$369K | – | 427 |
|
|
2021
Q1 | $369K | Buy |
5,658
+279
| +5% | +$18.2K | 0.05% | 287 |
|
|
2020
Q4 | $354K | Buy |
5,379
+107
| +2% | +$7.04K | 0.05% | 282 |
|
|
2020
Q3 | $273K | Buy |
+5,272
| New | +$273K | 0.04% | 286 |
|
|
2018
Q4 | – | Sell |
-1,624
| Closed | -$95K | – | 444 |
|
|
2018
Q3 | $95K | Sell |
1,624
-811
| -33% | -$47.4K | 0.02% | 458 |
|
|
2018
Q2 | $131K | Sell |
2,435
-719
| -23% | -$38.7K | 0.02% | 384 |
|
|
2018
Q1 | $143K | Buy |
+3,154
| New | +$143K | 0.03% | 348 |
|