MYIA
PRFT

Mount Yale Investment Advisors’s Perficient Inc PRFT Stock Holding History

Mount Yale Investment Advisors’s Portfolio PRFT Stock Details PRFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,965
Closed -$561K – 570
2024
Q1 		$561K Buy
9,965
+5,738
+136% +$323K 0.04% 331
2023
Q4 		$278K Sell
4,227
-6,216
-60% -$409K 0.03% 427
2023
Q3 		$604K Buy
+10,443
New +$604K 0.07% 271