Mount Yale Investment Advisors’s Ichor Holdings ICHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,423
| Closed | -$239K | – | 547 |
|
|
2024
Q4 | $239K | Buy |
7,423
+2
| +0% | +$64 | 0.02% | 496 |
|
|
2024
Q3 | $236K | Sell |
7,421
-34
| -0.5% | -$1.08K | 0.02% | 493 |
|
|
2024
Q2 | $287K | Sell |
7,455
-64
| -0.9% | -$2.47K | 0.02% | 442 |
|
|
2024
Q1 | $290K | Buy |
+7,519
| New | +$290K | 0.02% | 457 |
|
|
2023
Q4 | – | Sell |
-6,582
| Closed | -$204K | – | 518 |
|
|
2023
Q3 | $204K | Buy |
6,582
+1,041
| +19% | +$32.2K | 0.02% | 472 |
|
|
2023
Q2 | $208K | Buy |
+5,541
| New | +$208K | 0.02% | 458 |
|