Mount Yale Investment Advisors’s Diamondback Energy FANG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
5,524
+415
| +8% | +$57K | 0.06% | 263 |
|
|
2025
Q1 | $817K | Buy |
5,109
+3,162
| +162% | +$506K | 0.07% | 230 |
|
|
2024
Q4 | $319K | Sell |
1,947
-2,460
| -56% | -$403K | 0.03% | 427 |
|
|
2024
Q3 | $760K | Buy |
4,407
+994
| +29% | +$171K | 0.07% | 251 |
|
|
2024
Q2 | $683K | Sell |
3,413
-1,004
| -23% | -$201K | 0.05% | 279 |
|
|
2024
Q1 | $875K | Buy |
+4,417
| New | +$875K | 0.07% | 243 |
|
|
2018
Q2 | – | Sell |
-1,479
| Closed | -$187K | – | 951 |
|
|
2018
Q1 | $187K | Buy |
+1,479
| New | +$187K | 0.04% | 300 |
|