Mount Yale Investment Advisors’s Niagen Bioscience, Inc. Common Stock NAGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-68,541
| Closed | -$275K | – | 421 |
|
|
2020
Q3 | $275K | Hold |
68,541
| – | – | 0.04% | 284 |
|
|
2020
Q2 | $315K | Hold |
68,541
| – | – | 0.06% | 261 |
|
|
2020
Q1 | $223K | Hold |
68,541
| – | – | 0.05% | 261 |
|
|
2019
Q4 | $302K | Hold |
68,541
| – | – | 0.05% | 275 |
|
|
2019
Q3 | $194K | Hold |
68,541
| – | – | 0.03% | 296 |
|
|
2019
Q2 | $300K | Hold |
68,541
| – | – | 0.06% | 266 |
|
|
2019
Q1 | $287K | Hold |
68,541
| – | – | 0.05% | 262 |
|
|
2018
Q4 | $242K | Hold |
68,541
| – | – | 0.05% | 277 |
|
|
2018
Q3 | $254K | Hold |
68,541
| – | – | 0.04% | 279 |
|
|
2018
Q2 | $254K | Hold |
68,541
| – | – | 0.05% | 274 |
|
|
2018
Q1 | $288K | Buy |
+68,541
| New | +$288K | 0.06% | 246 |
|