MYIA
Mount Yale Investment Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
+744
| New | +$109K | 0.01% | 638 |
|
|
2024
Q3 | – | Sell |
-3,969
| Closed | -$398K | – | 580 |
|
|
2024
Q2 | $398K | Sell |
3,969
-69,162
| -95% | -$6.94M | 0.03% | 383 |
|
|
2024
Q1 | $7.13M | Buy |
+73,131
| New | +$7.13M | 0.55% | 31 |
|
|
2023
Q4 | – | Sell |
-11,742
| Closed | -$845K | – | 532 |
|
|
2023
Q3 | $845K | Buy |
11,742
+4,705
| +67% | +$339K | 0.09% | 210 |
|
|
2023
Q2 | $689K | Sell |
7,037
-552
| -7% | -$54.1K | 0.07% | 264 |
|
|
2023
Q1 | $743K | Sell |
7,589
-3,586
| -32% | -$351K | 0.08% | 241 |
|
|
2022
Q4 | $1.13M | Sell |
11,175
-158
| -1% | -$15.9K | 0.13% | 163 |
|
|
2022
Q3 | $928K | Sell |
11,333
-388
| -3% | -$31.8K | 0.12% | 177 |
|
|
2022
Q2 | $1.13M | Sell |
11,721
-448
| -4% | -$43.1K | 0.14% | 159 |
|
|
2022
Q1 | $1.21M | Sell |
12,169
-1,590
| -12% | -$158K | 0.13% | 171 |
|
|
2021
Q4 | $1.18M | Buy |
13,759
+24
| +0.2% | +$2.07K | 0.12% | 181 |
|
|
2021
Q3 | $1.18M | Buy |
13,735
+123
| +0.9% | +$10.6K | 0.14% | 171 |
|
|
2021
Q2 | $1.16M | Sell |
13,612
-349
| -2% | -$29.8K | 0.14% | 152 |
|
|
2021
Q1 | $1.08M | Sell |
13,961
-1,022
| -7% | -$79K | 0.14% | 152 |
|
|
2020
Q4 | $1.07M | Buy |
14,983
+115
| +0.8% | +$8.22K | 0.15% | 155 |
|
|
2020
Q3 | $856K | Sell |
14,868
-601
| -4% | -$34.6K | 0.12% | 166 |
|
|
2020
Q2 | $953K | Buy |
15,469
+70
| +0.5% | +$4.31K | 0.17% | 133 |
|
|
2020
Q1 | $1.45M | Buy |
15,399
+768
| +5% | +$72.5K | 0.33% | 74 |
|
|
2019
Q4 | $2.2M | Buy |
14,631
+387
| +3% | +$58.1K | 0.38% | 61 |
|
|
2019
Q3 | $2.11M | Sell |
14,244
-226
| -2% | -$33.5K | 0.38% | 65 |
|
|
2019
Q2 | $1.87M | Buy |
14,470
+3
| +0% | +$387 | 0.34% | 69 |
|
|
2019
Q1 | $1.87M | Sell |
14,467
-1,527
| -10% | -$197K | 0.35% | 68 |
|
|
2018
Q4 | $1.96M | Buy |
15,994
+2,921
| +22% | +$359K | 0.4% | 62 |
|
|
2018
Q3 | $1.71M | Sell |
13,073
-175
| -1% | -$22.9K | 0.3% | 76 |
|
|
2018
Q2 | $1.66M | Buy |
13,248
+538
| +4% | +$67.3K | 0.31% | 79 |
|
|
2018
Q1 | $1.6M | Buy |
+12,710
| New | +$1.6M | 0.34% | 77 |
|