Mount Yale Investment Advisors’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.39M | Sell |
14,424
-382
| -3% | -$89.7K | 0.26% | 75 |
|
2025
Q1 | $3.26M | Buy |
14,806
+5,702
| +63% | +$1.25M | 0.28% | 76 |
|
2024
Q4 | $1.86M | Sell |
9,104
-10,445
| -53% | -$2.13M | 0.15% | 126 |
|
2024
Q3 | $4.71M | Sell |
19,549
-2,770
| -12% | -$667K | 0.45% | 51 |
|
2024
Q2 | $4.38M | Sell |
22,319
-2,746
| -11% | -$539K | 0.35% | 60 |
|
2024
Q1 | $5.43M | Buy |
+25,065
| New | +$5.43M | 0.42% | 46 |
|
2018
Q3 | – | Sell |
-332
| Closed | -$55K | – | 989 |
|
2018
Q2 | $55K | Sell |
332
-12
| -3% | -$1.99K | 0.01% | 604 |
|
2018
Q1 | $59K | Buy |
+344
| New | +$59K | 0.01% | 587 |
|