Mount Yale Investment Advisors’s Globus Medical GMED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,533
| Closed | -$897K | – | 565 |
|
|
2024
Q3 | $897K | Sell |
12,533
-1,500
| -11% | -$107K | 0.09% | 216 |
|
|
2024
Q2 | $961K | Hold |
14,033
| – | – | 0.08% | 212 |
|
|
2024
Q1 | $753K | Hold |
14,033
| – | – | 0.06% | 281 |
|
|
2023
Q4 | $748K | Hold |
14,033
| – | – | 0.07% | 251 |
|
|
2023
Q3 | $697K | Hold |
14,033
| – | – | 0.08% | 249 |
|
|
2023
Q2 | $836K | Hold |
14,033
| – | – | 0.09% | 223 |
|
|
2023
Q1 | $795K | Hold |
14,033
| – | – | 0.09% | 236 |
|
|
2022
Q4 | $1.04M | Hold |
14,033
| – | – | 0.12% | 178 |
|
|
2022
Q3 | $836K | Hold |
14,033
| – | – | 0.11% | 194 |
|
|
2022
Q2 | $788K | Hold |
14,033
| – | – | 0.1% | 204 |
|
|
2022
Q1 | $1.04M | Hold |
14,033
| – | – | 0.11% | 185 |
|
|
2021
Q4 | $1.01M | Hold |
14,033
| – | – | 0.11% | 200 |
|
|
2021
Q3 | $1.08M | Hold |
14,033
| – | – | 0.12% | 182 |
|
|
2021
Q2 | $1.09M | Hold |
14,033
| – | – | 0.13% | 165 |
|
|
2021
Q1 | $865K | Sell |
14,033
-2,091
| -13% | -$129K | 0.11% | 190 |
|
|
2020
Q4 | $1.05M | Sell |
16,124
-658
| -4% | -$42.9K | 0.15% | 159 |
|
|
2020
Q3 | $831K | Sell |
16,782
-265
| -2% | -$13.1K | 0.12% | 169 |
|
|
2020
Q2 | $813K | Buy |
17,047
+3,014
| +21% | +$144K | 0.15% | 151 |
|
|
2020
Q1 | $597K | Hold |
14,033
| – | – | 0.13% | 145 |
|
|
2019
Q4 | $734K | Hold |
14,033
| – | – | 0.13% | 143 |
|
|
2019
Q3 | $775K | Buy |
+14,033
| New | +$775K | 0.14% | 132 |
|
|
2018
Q4 | – | Sell |
-789
| Closed | -$45K | – | 494 |
|
|
2018
Q3 | $45K | Sell |
789
-88
| -10% | -$5.02K | 0.01% | 619 |
|
|
2018
Q2 | $44K | Sell |
877
-2
| -0.2% | -$100 | 0.01% | 652 |
|
|
2018
Q1 | $44K | Buy |
+879
| New | +$44K | 0.01% | 630 |
|