Mount Yale Investment Advisors’s Howard Hughes HHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,087
| Closed | -$358K | – | 313 |
|
|
2019
Q4 | $358K | Sell |
3,087
-170
| -5% | -$19.7K | 0.06% | 256 |
|
|
2019
Q3 | $338K | Sell |
3,257
-823
| -20% | -$85.4K | 0.06% | 252 |
|
|
2019
Q2 | $500K | Sell |
4,080
-200
| -5% | -$24.5K | 0.09% | 186 |
|
|
2019
Q1 | $449K | Sell |
4,280
-127
| -3% | -$13.3K | 0.08% | 198 |
|
|
2018
Q4 | $464K | Sell |
4,407
-396
| -8% | -$41.7K | 0.09% | 189 |
|
|
2018
Q3 | $522K | Sell |
4,803
-914
| -16% | -$99.3K | 0.09% | 167 |
|
|
2018
Q2 | $722K | Sell |
5,717
-105
| -2% | -$13.3K | 0.14% | 136 |
|
|
2018
Q1 | $772K | Buy |
+5,822
| New | +$772K | 0.17% | 123 |
|