Mount Yale Investment Advisors’s KT KT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $434K | Buy |
20,110
+7,386
| +58% | +$159K | 0.01% | 765 |
|
|
2025
Q4 | $241K | Buy |
+12,724
| New | +$237K | 0.01% | 646 |
|
|
2025
Q3 | – | Sell |
-39,404
| Closed | -$819K | – | 1174 |
|
|
2025
Q2 | $819K | Buy |
39,404
+23,485
| +148% | +$447K | 0.06% | 247 |
|
|
2025
Q1 | $282K | Buy |
15,919
+1,362
| +9% | +$23.5K | 0.02% | 453 |
|
|
2024
Q4 | $226K | Sell |
14,557
-8,509
| -37% | -$135K | 0.02% | 508 |
|
|
2024
Q3 | $355K | Sell |
23,066
-16,957
| -42% | -$244K | 0.03% | 390 |
|
|
2024
Q2 | $547K | Buy |
+40,023
| New | +$528K | 0.04% | 327 |
|
|
2023
Q2 | – | Sell |
-43,464
| Closed | -$493K | – | 496 |
|
|
2023
Q1 | $493K | Buy |
+43,464
| New | +$556K | 0.06% | 301 |
|
|
2022
Q3 | – | Sell |
-15,228
| Closed | -$213K | – | 464 |
|
|
2022
Q2 | $213K | Buy |
15,228
+941
| +7% | +$13.5K | 0.03% | 432 |
|
|
2022
Q1 | $205K | Sell |
14,287
-7,823
| -35% | -$104K | 0.02% | 451 |
|
|
2021
Q4 | $278K | Buy |
22,110
+251
| +1% | +$3.29K | 0.03% | 393 |
|
|
2021
Q3 | $298K | Buy |
21,859
+218
| +1% | +$3.09K | 0.03% | 354 |
|
|
2021
Q2 | $302K | Sell |
21,641
-146
| -0.7% | -$2K | 0.04% | 318 |
|
|
2021
Q1 | $271K | Sell |
21,787
-728
| -3% | -$8.25K | 0.04% | 335 |
|
|
2020
Q4 | $248K | Sell |
22,515
-254
| -1% | -$2.68K | 0.03% | 341 |
|
|
2020
Q3 | $219K | Sell |
22,769
-725
| -3% | -$7.23K | 0.04% | 318 |
|
|
2020
Q2 | $229K | Sell |
23,494
-3,327
| -12% | -$31.7K | 0.04% | 291 |
|
|
2020
Q1 | $209K | Sell |
26,821
-4,083
| -13% | -$40.5K | 0.05% | 265 |
|
|
2019
Q4 | $322K | Sell |
30,904
-3,805
| -11% | -$43.3K | 0.06% | 271 |
|
|
2019
Q3 | $408K | Sell |
34,709
-923
| -3% | -$10.7K | 0.07% | 223 |
|
|
2019
Q2 | $394K | Sell |
35,632
-417
| -1% | -$5.08K | 0.07% | 231 |
|
|
2019
Q1 | $448K | Sell |
36,049
-1,060
| -3% | -$14.4K | 0.08% | 201 |
|
|
2018
Q4 | $501K | Sell |
37,109
-668
| -2% | -$9.67K | 0.1% | 168 |
|
|
2018
Q3 | $538K | Buy |
37,777
+596
| +2% | +$8.15K | 0.09% | 162 |
|
|
2018
Q2 | $494K | Buy |
37,181
+1,534
| +4% | +$20.7K | 0.09% | 174 |
|
|
2018
Q1 | $488K | Buy |
+35,647
| New | +$509K | 0.1% | 174 |
|
Other funds holding KT
NI
KGI
