Mount Yale Investment Advisors’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $582K | Buy |
+2,319
| New | +$582K | 0.05% | 308 |
|
2023
Q2 | – | Sell |
-1,536
| Closed | -$301K | – | 495 |
|
2023
Q1 | $301K | Sell |
1,536
-2,183
| -59% | -$428K | 0.03% | 374 |
|
2022
Q4 | $774K | Sell |
3,719
-10
| -0.3% | -$2.08K | 0.09% | 231 |
|
2022
Q3 | $775K | Sell |
3,729
-15
| -0.4% | -$3.12K | 0.1% | 207 |
|
2022
Q2 | $905K | Sell |
3,744
-76
| -2% | -$18.4K | 0.11% | 180 |
|
2022
Q1 | $949K | Sell |
3,820
-801
| -17% | -$199K | 0.1% | 201 |
|
2021
Q4 | $985K | Sell |
4,621
-244
| -5% | -$52K | 0.1% | 204 |
|
2021
Q3 | $1.07M | Buy |
4,865
+362
| +8% | +$79.8K | 0.12% | 183 |
|
2021
Q2 | $973K | Buy |
4,503
+212
| +5% | +$45.8K | 0.12% | 179 |
|
2021
Q1 | $870K | Buy |
4,291
+959
| +29% | +$194K | 0.11% | 186 |
|
2020
Q4 | $630K | Buy |
+3,332
| New | +$630K | 0.09% | 227 |
|