Mount Yale Investment Advisors’s Copel ELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-63,485
| Closed | -$434K | – | 306 |
|
|
2019
Q4 | $434K | Sell |
63,485
-2,588
| -4% | -$17.7K | 0.08% | 234 |
|
|
2019
Q3 | $355K | Buy |
66,073
+10,518
| +19% | +$56.5K | 0.06% | 246 |
|
|
2019
Q2 | $280K | Buy |
+55,555
| New | +$280K | 0.05% | 272 |
|
|
2019
Q1 | – | Sell |
-30,930
| Closed | -$112K | – | 305 |
|
|
2018
Q4 | $112K | Buy |
+30,930
| New | +$112K | 0.02% | 301 |
|