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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Buy |
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|
2025
Q1 | $282K | Buy |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $547K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Buy |
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|
2022
Q1 | $205K | Sell |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $302K | Sell |
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|
2021
Q1 | $271K | Sell |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $219K | Sell |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $322K | Sell |
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|
2019
Q3 | $408K | Sell |
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|
2019
Q2 | $394K | Sell |
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|
2019
Q1 | $448K | Sell |
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|
2018
Q4 | $501K | Sell |
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|
2018
Q3 | $538K | Buy |
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|
2018
Q2 | $494K | Buy |
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|
2018
Q1 | $488K | Buy |
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