Mount Yale Investment Advisors’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.34K | Buy |
+686
| New | +$9.34K | ﹤0.01% | 1145 |
|
|
2024
Q3 | – | Sell |
-25,541
| Closed | -$412K | – | 574 |
|
|
2024
Q2 | $412K | Sell |
25,541
-149
| -0.6% | -$2.41K | 0.03% | 378 |
|
|
2024
Q1 | $454K | Buy |
25,690
+781
| +3% | +$13.8K | 0.03% | 376 |
|
|
2023
Q4 | $339K | Sell |
24,909
-5,098
| -17% | -$69.3K | 0.03% | 391 |
|
|
2023
Q3 | $419K | Sell |
30,007
-826
| -3% | -$11.5K | 0.05% | 331 |
|
|
2023
Q2 | $338K | Buy |
30,833
+7,591
| +33% | +$83.2K | 0.04% | 368 |
|
|
2023
Q1 | $244K | Buy |
+23,242
| New | +$244K | 0.03% | 426 |
|