Mount Yale Investment Advisors’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.3K | Buy |
+885
| New | +$94.3K | 0.01% | 670 |
|
|
2023
Q2 | – | Sell |
-107,914
| Closed | -$6.89M | – | 502 |
|
|
2023
Q1 | $6.89M | Buy |
107,914
+2,006
| +2% | +$128K | 0.77% | 17 |
|
|
2022
Q4 | $6.36M | Buy |
+105,908
| New | +$6.36M | 0.72% | 31 |
|
|
2022
Q2 | – | Sell |
-2,824
| Closed | -$234K | – | 483 |
|
|
2022
Q1 | $234K | Sell |
2,824
-84
| -3% | -$6.96K | 0.03% | 419 |
|
|
2021
Q4 | $268K | Sell |
2,908
-12
| -0.4% | -$1.11K | 0.03% | 392 |
|
|
2021
Q3 | $262K | Sell |
2,920
-311
| -10% | -$27.9K | 0.03% | 380 |
|
|
2021
Q2 | $264K | Buy |
3,231
+21
| +0.7% | +$1.72K | 0.03% | 347 |
|
|
2021
Q1 | $233K | Buy |
+3,210
| New | +$233K | 0.03% | 372 |
|
|
2020
Q4 | – | Sell |
-118,486
| Closed | -$5.19M | – | 415 |
|
|
2020
Q3 | $5.19M | Buy |
+118,486
| New | +$5.19M | 0.74% | 19 |
|
|
2020
Q1 | – | Sell |
-5,463
| Closed | -$292K | – | 320 |
|
|
2019
Q4 | $292K | Sell |
5,463
-11,597
| -68% | -$620K | 0.05% | 279 |
|
|
2019
Q3 | $1.03M | Buy |
+17,060
| New | +$1.03M | 0.18% | 116 |
|
|
2018
Q4 | – | Sell |
-2,191
| Closed | -$181K | – | 614 |
|
|
2018
Q3 | $181K | Sell |
2,191
-919
| -30% | -$75.9K | 0.03% | 306 |
|
|
2018
Q2 | $244K | Buy |
3,110
+7
| +0.2% | +$549 | 0.05% | 284 |
|
|
2018
Q1 | $191K | Buy |
+3,103
| New | +$191K | 0.04% | 298 |
|