Mount Yale Investment Advisors’s Establishment Labs ESTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
5,127
+64
| +1% | +$2.73K | 0.02% | 534 |
|
|
2025
Q1 | $207K | Buy |
+5,063
| New | +$207K | 0.02% | 513 |
|
|
2022
Q2 | – | Sell |
-3,245
| Closed | -$219K | – | 468 |
|
|
2022
Q1 | $219K | Buy |
+3,245
| New | +$219K | 0.02% | 432 |
|
|
2021
Q3 | – | Sell |
-3,034
| Closed | -$265K | – | 467 |
|
|
2021
Q2 | $265K | Buy |
+3,034
| New | +$265K | 0.03% | 346 |
|