Mount Yale Investment Advisors’s Pentair PNR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57K Buy
+25
New +$2.57K ﹤0.01% 1304
2018
Q4
Sell
-1,763
Closed -$76K 656
2018
Q3
$76K Buy
1,763
+633
+56% +$27.3K 0.01% 521
2018
Q2
$48K Sell
1,130
-553
-33% -$23.5K 0.01% 634
2018
Q1
$77K Buy
+1,683
New +$77K 0.02% 528