Mount Yale Investment Advisors’s Regional Management Corp RM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,342
| Closed | -$253K | – | 481 |
|
|
2021
Q3 | $253K | Sell |
4,342
-45
| -1% | -$2.62K | 0.03% | 393 |
|
|
2021
Q2 | $204K | Buy |
+4,387
| New | +$204K | 0.02% | 410 |
|
|
2018
Q4 | – | Sell |
-2,783
| Closed | -$82K | – | 675 |
|
|
2018
Q3 | $82K | Buy |
2,783
+199
| +8% | +$5.86K | 0.01% | 505 |
|
|
2018
Q2 | $90K | Sell |
2,584
-54
| -2% | -$1.88K | 0.02% | 495 |
|
|
2018
Q1 | $84K | Buy |
+2,638
| New | +$84K | 0.02% | 504 |
|