Mount Yale Investment Advisors’s Prestige Consumer Healthcare PBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.7K | Buy |
+572
| New | +$45.7K | ﹤0.01% | 839 |
|
|
2023
Q1 | – | Sell |
-5,534
| Closed | -$346K | – | 516 |
|
|
2022
Q4 | $346K | Buy |
5,534
+1,198
| +28% | +$75K | 0.04% | 329 |
|
|
2022
Q3 | $216K | Buy |
+4,336
| New | +$216K | 0.03% | 405 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$12K | – | 644 |
|
|
2018
Q3 | $12K | Sell |
300
-80
| -21% | -$3.2K | ﹤0.01% | 841 |
|
|
2018
Q2 | $15K | Buy |
+380
| New | +$15K | ﹤0.01% | 835 |
|