Mount Yale Investment Advisors’s Itron ITRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Buy
3,398
+115
+4% +$15.1K 0.03% 366
2025
Q1
$344K Buy
3,283
+650
+25% +$68.1K 0.03% 402
2024
Q4
$286K Buy
+2,633
New +$286K 0.02% 455