Mount Yale Investment Advisors’s Mizuho Financial MFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-21,261
| Closed | -$55K | – | 479 |
|
|
2022
Q1 | $55K | Buy |
+21,261
| New | +$55K | 0.01% | 460 |
|
|
2021
Q3 | – | Sell |
-39,668
| Closed | -$113K | – | 478 |
|
|
2021
Q2 | $113K | Sell |
39,668
-11,464
| -22% | -$32.7K | 0.01% | 420 |
|
|
2021
Q1 | $149K | Buy |
51,132
+18,158
| +55% | +$52.9K | 0.02% | 401 |
|
|
2020
Q4 | $84K | Sell |
32,974
-55,743
| -63% | -$142K | 0.01% | 393 |
|
|
2020
Q3 | $226K | Sell |
88,717
-8,441
| -9% | -$21.5K | 0.03% | 310 |
|
|
2020
Q2 | $240K | Sell |
97,158
-25,274
| -21% | -$62.4K | 0.04% | 286 |
|
|
2020
Q1 | $283K | Sell |
122,432
-52,762
| -30% | -$122K | 0.06% | 236 |
|
|
2019
Q4 | $526K | Sell |
175,194
-11,515
| -6% | -$34.6K | 0.09% | 185 |
|
|
2019
Q3 | $594K | Sell |
186,709
-6,025
| -3% | -$19.2K | 0.11% | 167 |
|
|
2019
Q2 | $565K | Buy |
192,734
+38,135
| +25% | +$112K | 0.1% | 160 |
|
|
2019
Q1 | $473K | Sell |
154,599
-4,457
| -3% | -$13.6K | 0.09% | 183 |
|
|
2018
Q4 | $491K | Buy |
159,056
+107,170
| +207% | +$331K | 0.1% | 176 |
|
|
2018
Q3 | $180K | Buy |
+51,886
| New | +$180K | 0.03% | 308 |
|