Mount Yale Investment Advisors’s Formula Systems FORTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $222K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $360K | Sell |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $387K | Sell |
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|
2020
Q3 | $381K | Sell |
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|
2020
Q2 | $355K | Sell |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $440K | Sell |
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|
2019
Q3 | $463K | Sell |
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|
2019
Q2 | $426K | Sell |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $311K | Sell |
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|
2018
Q3 | $325K | Sell |
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|
2018
Q2 | $342K | Sell |
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|
2018
Q1 | $577K | Buy |
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