Mount Yale Investment Advisors’s Petrobras PBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
+13,429
| New | +$168K | 0.01% | 568 |
|
|
2023
Q1 | – | Sell |
-15,435
| Closed | -$164K | – | 517 |
|
|
2022
Q4 | $164K | Sell |
15,435
-25,130
| -62% | -$268K | 0.02% | 439 |
|
|
2022
Q3 | $501K | Buy |
40,565
+14,367
| +55% | +$177K | 0.07% | 267 |
|
|
2022
Q2 | $306K | Buy |
+26,198
| New | +$306K | 0.04% | 349 |
|
|
2021
Q1 | – | Sell |
-14,456
| Closed | -$162K | – | 440 |
|
|
2020
Q4 | $162K | Buy |
+14,456
| New | +$162K | 0.02% | 384 |
|