Mount Yale Investment Advisors’s EnerSys ENS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,460
| Closed | -$240K | – | 466 |
|
|
2021
Q2 | $240K | Sell |
2,460
-36
| -1% | -$3.51K | 0.03% | 372 |
|
|
2021
Q1 | $227K | Sell |
2,496
-631
| -20% | -$57.4K | 0.03% | 379 |
|
|
2020
Q4 | $260K | Sell |
3,127
-296
| -9% | -$24.6K | 0.04% | 325 |
|
|
2020
Q3 | $230K | Buy |
+3,423
| New | +$230K | 0.03% | 306 |
|
|
2018
Q3 | – | Sell |
-68
| Closed | -$5K | – | 952 |
|
|
2018
Q2 | $5K | Buy |
+68
| New | +$5K | ﹤0.01% | 889 |
|