Mount Yale Investment Advisors’s Q2 Holdings QTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
3,654
+65
| +2% | +$6.08K | 0.03% | 421 |
|
|
2025
Q1 | $287K | Buy |
3,589
+595
| +20% | +$47.6K | 0.02% | 445 |
|
|
2024
Q4 | $301K | Sell |
2,994
-499
| -14% | -$50.2K | 0.02% | 444 |
|
|
2024
Q3 | $279K | Sell |
3,493
-2,573
| -42% | -$205K | 0.03% | 463 |
|
|
2024
Q2 | $366K | Sell |
6,066
-34
| -0.6% | -$2.05K | 0.03% | 397 |
|
|
2024
Q1 | $321K | Sell |
6,100
-1,253
| -17% | -$65.9K | 0.02% | 434 |
|
|
2023
Q4 | $319K | Buy |
+7,353
| New | +$319K | 0.03% | 402 |
|