Mount Yale Investment Advisors’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.5K | Buy |
+253
| New | +$74.5K | 0.01% | 711 |
|
|
2024
Q3 | – | Sell |
-7,943
| Closed | -$1.37M | – | 551 |
|
|
2024
Q2 | $1.37M | Sell |
7,943
-173
| -2% | -$29.8K | 0.11% | 174 |
|
|
2024
Q1 | $1.54M | Sell |
8,116
-27
| -0.3% | -$5.12K | 0.12% | 161 |
|
|
2023
Q4 | $1.46M | Sell |
8,143
-212
| -3% | -$37.9K | 0.14% | 154 |
|
|
2023
Q3 | $1.35M | Buy |
8,355
+349
| +4% | +$56.2K | 0.15% | 144 |
|
|
2023
Q2 | $1.17M | Buy |
+8,006
| New | +$1.17M | 0.12% | 175 |
|
|
2021
Q1 | – | Sell |
-9,451
| Closed | -$1.66M | – | 420 |
|
|
2020
Q4 | $1.66M | Sell |
9,451
-26
| -0.3% | -$4.58K | 0.23% | 99 |
|
|
2020
Q3 | $1.16M | Buy |
9,477
+357
| +4% | +$43.8K | 0.17% | 133 |
|
|
2020
Q2 | $1.27M | Buy |
9,120
+2,918
| +47% | +$407K | 0.23% | 104 |
|
|
2020
Q1 | $661K | Sell |
6,202
-1,372
| -18% | -$146K | 0.15% | 138 |
|
|
2019
Q4 | $925K | Buy |
7,574
+5,619
| +287% | +$686K | 0.16% | 127 |
|
|
2019
Q3 | $286K | Sell |
1,955
-418
| -18% | -$61.2K | 0.05% | 270 |
|
|
2019
Q2 | $318K | Buy |
2,373
+38
| +2% | +$5.09K | 0.06% | 255 |
|
|
2019
Q1 | $366K | Buy |
2,335
+153
| +7% | +$24K | 0.07% | 232 |
|
|
2018
Q4 | $356K | Buy |
2,182
+110
| +5% | +$17.9K | 0.07% | 233 |
|
|
2018
Q3 | $390K | Sell |
2,072
-130
| -6% | -$24.5K | 0.07% | 219 |
|
|
2018
Q2 | $380K | Sell |
2,202
-1,865
| -46% | -$322K | 0.07% | 221 |
|
|
2018
Q1 | $588K | Buy |
+4,067
| New | +$588K | 0.13% | 148 |
|