Mount Yale Investment Advisors’s nVent Electric NVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Sell
4,590
-3,539
-44% -$259K 0.03% 427
2025
Q1
$426K Sell
8,129
-1,933
-19% -$101K 0.04% 358
2024
Q4
$686K Sell
10,062
-126
-1% -$8.59K 0.06% 283
2024
Q3
$716K Sell
10,188
-4,298
-30% -$302K 0.07% 264
2024
Q2
$1.11M Sell
14,486
-532
-4% -$40.8K 0.09% 189
2024
Q1
$1.13M Buy
15,018
+2,302
+18% +$174K 0.09% 198
2023
Q4
$751K Sell
12,716
-2,999
-19% -$177K 0.07% 250
2023
Q3
$833K Buy
+15,715
New +$833K 0.09% 214
2018
Q3
Sell
-1,130
Closed -$28K 983
2018
Q2
$28K Buy
+1,130
New +$28K 0.01% 727