Mount Yale Investment Advisors’s Gerdau GGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35,007
| Closed | -$101K | – | 541 |
|
|
2024
Q4 | $101K | Buy |
+35,007
| New | +$101K | 0.01% | 533 |
|
|
2023
Q3 | – | Sell |
-52,930
| Closed | -$230K | – | 505 |
|
|
2023
Q2 | $230K | Buy |
+52,930
| New | +$230K | 0.02% | 440 |
|
|
2023
Q1 | – | Sell |
-21,140
| Closed | -$93K | – | 496 |
|
|
2022
Q4 | $93K | Buy |
+21,140
| New | +$93K | 0.01% | 441 |
|