Mount Yale Investment Advisors’s Topgolf Callaway Brands MODG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,277
| Closed | -$218K | – | 569 |
|
|
2024
Q2 | $218K | Buy |
14,277
+29
| +0.2% | +$444 | 0.02% | 502 |
|
|
2024
Q1 | $230K | Buy |
+14,248
| New | +$230K | 0.02% | 496 |
|
|
2023
Q4 | – | Sell |
-11,807
| Closed | -$163K | – | 526 |
|
|
2023
Q3 | $163K | Sell |
11,807
-299
| -2% | -$4.14K | 0.02% | 481 |
|
|
2023
Q2 | $240K | Buy |
12,106
+2,170
| +22% | +$43.1K | 0.03% | 432 |
|
|
2023
Q1 | $215K | Buy |
+9,936
| New | +$215K | 0.02% | 444 |
|
|
2022
Q4 | – | Sell |
-12,323
| Closed | -$237K | – | 477 |
|
|
2022
Q3 | $237K | Sell |
12,323
-131
| -1% | -$2.52K | 0.03% | 386 |
|
|
2022
Q2 | $254K | Buy |
12,454
+1,133
| +10% | +$23.1K | 0.03% | 392 |
|
|
2022
Q1 | $265K | Buy |
+11,321
| New | +$265K | 0.03% | 399 |
|