Mount Yale Investment Advisors’s Meritage Homes MTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,712
| Closed | -$288K | – | 487 |
|
|
2021
Q4 | $288K | Sell |
4,712
-76
| -2% | -$4.65K | 0.03% | 380 |
|
|
2021
Q3 | $232K | Buy |
+4,788
| New | +$232K | 0.03% | 413 |
|
|
2020
Q3 | – | Sell |
-5,536
| Closed | -$211K | – | 363 |
|
|
2020
Q2 | $211K | Buy |
+5,536
| New | +$211K | 0.04% | 299 |
|
|
2018
Q4 | – | Sell |
-4,836
| Closed | -$93K | – | 597 |
|
|
2018
Q3 | $93K | Buy |
4,836
+336
| +7% | +$6.46K | 0.02% | 464 |
|
|
2018
Q2 | $99K | Sell |
4,500
-84
| -2% | -$1.85K | 0.02% | 464 |
|
|
2018
Q1 | $104K | Buy |
+4,584
| New | +$104K | 0.02% | 438 |
|