MYIA
EVRI
Mount Yale Investment Advisors’s Everi Holdings EVRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,724
| Closed | -$172K | – | 538 |
|
|
2024
Q4 | $172K | Sell |
12,724
-4,194
| -25% | -$56.7K | 0.01% | 528 |
|
|
2024
Q3 | $222K | Buy |
16,918
+53
| +0.3% | +$696 | 0.02% | 506 |
|
|
2024
Q2 | $142K | Buy |
16,865
+21
| +0.1% | +$176 | 0.01% | 521 |
|
|
2024
Q1 | $169K | Buy |
16,844
+5,371
| +47% | +$54K | 0.01% | 521 |
|
|
2023
Q4 | $129K | Buy |
11,473
+301
| +3% | +$3.39K | 0.01% | 483 |
|
|
2023
Q3 | $148K | Sell |
11,172
-289
| -3% | -$3.82K | 0.02% | 485 |
|
|
2023
Q2 | $166K | Sell |
11,461
-801
| -7% | -$11.6K | 0.02% | 466 |
|
|
2023
Q1 | $210K | Buy |
12,262
+369
| +3% | +$6.33K | 0.02% | 452 |
|
|
2022
Q4 | $171K | Sell |
11,893
-2,753
| -19% | -$39.5K | 0.02% | 437 |
|
|
2022
Q3 | $238K | Sell |
14,646
-179
| -1% | -$2.91K | 0.03% | 384 |
|
|
2022
Q2 | $242K | Buy |
14,825
+3,336
| +29% | +$54.5K | 0.03% | 407 |
|
|
2022
Q1 | $241K | Buy |
11,489
+1,140
| +11% | +$23.9K | 0.03% | 416 |
|
|
2021
Q4 | $221K | Sell |
10,349
-164
| -2% | -$3.5K | 0.02% | 430 |
|
|
2021
Q3 | $254K | Sell |
10,513
-1,692
| -14% | -$40.9K | 0.03% | 389 |
|
|
2021
Q2 | $304K | Sell |
12,205
-5,694
| -32% | -$142K | 0.04% | 315 |
|
|
2021
Q1 | $253K | Buy |
17,899
+5,170
| +41% | +$73.1K | 0.03% | 351 |
|
|
2020
Q4 | $176K | Sell |
12,729
-6,987
| -35% | -$96.6K | 0.02% | 382 |
|
|
2020
Q3 | $163K | Buy |
+19,716
| New | +$163K | 0.02% | 338 |
|
|
2020
Q1 | – | Sell |
-10,391
| Closed | -$130K | – | 307 |
|
|
2019
Q4 | $130K | Buy |
+10,391
| New | +$130K | 0.02% | 317 |
|
|
2019
Q3 | – | Sell |
-10,131
| Closed | -$100K | – | 306 |
|
|
2019
Q2 | $100K | Sell |
10,131
-2,361
| -19% | -$23.3K | 0.02% | 300 |
|
|
2019
Q1 | $131K | Buy |
12,492
+96
| +0.8% | +$1.01K | 0.02% | 294 |
|
|
2018
Q4 | $89K | Buy |
12,396
+1,343
| +12% | +$9.64K | 0.02% | 304 |
|
|
2018
Q3 | $80K | Buy |
+11,053
| New | +$80K | 0.01% | 508 |
|