Mount Yale Investment Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
105,892
+46,510
| +78% | +$394K | 0.07% | 226 |
|
|
2025
Q1 | $461K | Buy |
59,382
+6,364
| +12% | +$49.4K | 0.04% | 342 |
|
|
2024
Q4 | $427K | Buy |
+53,018
| New | +$427K | 0.03% | 369 |
|
|
2021
Q2 | – | Sell |
-17,184
| Closed | -$227K | – | 428 |
|
|
2021
Q1 | $227K | Sell |
17,184
-17,283
| -50% | -$228K | 0.03% | 380 |
|
|
2020
Q4 | $412K | Buy |
+34,467
| New | +$412K | 0.06% | 266 |
|
|
2020
Q3 | – | Sell |
-12,486
| Closed | -$116K | – | 355 |
|
|
2020
Q2 | $116K | Buy |
+12,486
| New | +$116K | 0.02% | 326 |
|