Mount Yale Investment Advisors’s Jazz Pharmaceuticals JAZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,411
| Closed | -$487K | – | 358 |
|
|
2020
Q2 | $487K | Sell |
4,411
-231
| -5% | -$25.5K | 0.09% | 230 |
|
|
2020
Q1 | $463K | Sell |
4,642
-173
| -4% | -$17.3K | 0.1% | 184 |
|
|
2019
Q4 | $690K | Sell |
4,815
-3
| -0.1% | -$430 | 0.12% | 152 |
|
|
2019
Q3 | $638K | Sell |
4,818
-194
| -4% | -$25.7K | 0.11% | 153 |
|
|
2019
Q2 | $685K | Buy |
5,012
+2,220
| +80% | +$303K | 0.13% | 139 |
|
|
2019
Q1 | $399K | Hold |
2,792
| – | – | 0.07% | 220 |
|
|
2018
Q4 | $347K | Buy |
2,792
+324
| +13% | +$40.3K | 0.07% | 235 |
|
|
2018
Q3 | $347K | Sell |
2,468
-1
| -0% | -$141 | 0.06% | 234 |
|
|
2018
Q2 | $425K | Buy |
+2,469
| New | +$425K | 0.08% | 199 |
|