Mount Yale Investment Advisors’s Fortune Brands Innovations FBIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7K | Buy |
+499
| New | +$25.7K | ﹤0.01% | 991 |
|
|
2023
Q1 | – | Sell |
-8,358
| Closed | -$477K | – | 495 |
|
|
2022
Q4 | $477K | Sell |
8,358
-1,416
| -14% | -$80.9K | 0.05% | 283 |
|
|
2022
Q3 | $449K | Buy |
9,774
+22
| +0.2% | +$1.01K | 0.06% | 279 |
|
|
2022
Q2 | $499K | Sell |
9,752
-212
| -2% | -$10.8K | 0.06% | 291 |
|
|
2022
Q1 | $633K | Sell |
9,964
-709
| -7% | -$45K | 0.07% | 270 |
|
|
2021
Q4 | $975K | Sell |
10,673
-87
| -0.8% | -$7.95K | 0.1% | 205 |
|
|
2021
Q3 | $822K | Sell |
10,760
-293
| -3% | -$22.4K | 0.09% | 216 |
|
|
2021
Q2 | $941K | Sell |
11,053
-743
| -6% | -$63.3K | 0.11% | 183 |
|
|
2021
Q1 | $966K | Sell |
11,796
-1,833
| -13% | -$150K | 0.13% | 170 |
|
|
2020
Q4 | $999K | Sell |
13,629
-246
| -2% | -$18K | 0.14% | 166 |
|
|
2020
Q3 | $1.03M | Sell |
13,875
-731
| -5% | -$54.1K | 0.15% | 146 |
|
|
2020
Q2 | $798K | Sell |
14,606
-2,945
| -17% | -$161K | 0.14% | 153 |
|
|
2020
Q1 | $649K | Buy |
17,551
+1,414
| +9% | +$52.3K | 0.15% | 140 |
|
|
2019
Q4 | $948K | Sell |
16,137
-1,526
| -9% | -$89.6K | 0.16% | 122 |
|
|
2019
Q3 | $942K | Sell |
17,663
-1,016
| -5% | -$54.2K | 0.17% | 121 |
|
|
2019
Q2 | $830K | Buy |
18,679
+339
| +2% | +$15.1K | 0.15% | 120 |
|
|
2019
Q1 | $746K | Buy |
18,340
+453
| +3% | +$18.4K | 0.14% | 128 |
|
|
2018
Q4 | $691K | Buy |
17,887
+1,086
| +6% | +$42K | 0.14% | 139 |
|
|
2018
Q3 | $653K | Buy |
+16,801
| New | +$653K | 0.11% | 143 |
|