Mount Yale Investment Advisors’s Regal Rexnord RRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97K | Buy |
+55
| New | +$7.97K | ﹤0.01% | 1167 |
|
|
2022
Q4 | – | Sell |
-2,506
| Closed | -$352K | – | 487 |
|
|
2022
Q3 | $352K | Sell |
2,506
-2
| -0.1% | -$281 | 0.05% | 312 |
|
|
2022
Q2 | $285K | Buy |
2,508
+142
| +6% | +$16.1K | 0.04% | 365 |
|
|
2022
Q1 | $352K | Sell |
2,366
-414
| -15% | -$61.6K | 0.04% | 341 |
|
|
2021
Q4 | $473K | Buy |
2,780
+708
| +34% | +$120K | 0.05% | 299 |
|
|
2021
Q3 | $312K | Sell |
2,072
-4
| -0.2% | -$602 | 0.04% | 343 |
|
|
2021
Q2 | $277K | Buy |
2,076
+276
| +15% | +$36.8K | 0.03% | 336 |
|
|
2021
Q1 | $257K | Sell |
1,800
-104
| -5% | -$14.8K | 0.03% | 347 |
|
|
2020
Q4 | $234K | Buy |
+1,904
| New | +$234K | 0.03% | 350 |
|