Mount Yale Investment Advisors’s RingCentral RNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-989
Closed -$287K 484
2021
Q2
$287K Buy
989
+180
+22% +$52.2K 0.03% 330
2021
Q1
$241K Buy
809
+9
+1% +$2.68K 0.03% 366
2020
Q4
$303K Sell
800
-2
-0.2% -$758 0.04% 296
2020
Q3
$220K Buy
+802
New +$220K 0.03% 315