Mount Yale Investment Advisors’s Etsy ETSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.4K | Buy |
+705
| New | +$35.4K | ﹤0.01% | 910 |
|
|
2022
Q3 | – | Sell |
-6,150
| Closed | -$450K | – | 454 |
|
|
2022
Q2 | $450K | Buy |
6,150
+10
| +0.2% | +$732 | 0.06% | 299 |
|
|
2022
Q1 | $763K | Buy |
6,140
+1,066
| +21% | +$132K | 0.08% | 238 |
|
|
2021
Q4 | $1.11M | Sell |
5,074
-537
| -10% | -$118K | 0.12% | 190 |
|
|
2021
Q3 | $1.17M | Sell |
5,611
-24
| -0.4% | -$4.99K | 0.13% | 173 |
|
|
2021
Q2 | $1.16M | Sell |
5,635
-146
| -3% | -$30.1K | 0.14% | 153 |
|
|
2021
Q1 | $1.17M | Sell |
5,781
-2,870
| -33% | -$579K | 0.15% | 139 |
|
|
2020
Q4 | $1.54M | Sell |
8,651
-586
| -6% | -$104K | 0.22% | 105 |
|
|
2020
Q3 | $1.12M | Sell |
9,237
-486
| -5% | -$59.1K | 0.16% | 137 |
|
|
2020
Q2 | $1.03M | Sell |
9,723
-1,301
| -12% | -$138K | 0.19% | 125 |
|
|
2020
Q1 | $424K | Buy |
11,024
+1,096
| +11% | +$42.2K | 0.1% | 206 |
|
|
2019
Q4 | $485K | Buy |
9,928
+739
| +8% | +$36.1K | 0.08% | 201 |
|
|
2019
Q3 | $375K | Buy |
9,189
+99
| +1% | +$4.04K | 0.07% | 237 |
|
|
2019
Q2 | $510K | Sell |
9,090
-2,248
| -20% | -$126K | 0.09% | 180 |
|
|
2019
Q1 | $762K | Sell |
11,338
-63
| -0.6% | -$4.23K | 0.14% | 126 |
|
|
2018
Q4 | $606K | Sell |
11,401
-667
| -6% | -$35.5K | 0.12% | 146 |
|
|
2018
Q3 | $604K | Buy |
12,068
+9,653
| +400% | +$483K | 0.11% | 152 |
|
|
2018
Q2 | $102K | Buy |
+2,415
| New | +$102K | 0.02% | 450 |
|