Mount Yale Investment Advisors’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,299
| Closed | -$193K | – | 589 |
|
|
2024
Q3 | $193K | Buy |
+10,299
| New | +$193K | 0.02% | 523 |
|
|
2021
Q4 | – | Sell |
-12,122
| Closed | -$236K | – | 482 |
|
|
2021
Q3 | $236K | Buy |
12,122
+1,938
| +19% | +$37.7K | 0.03% | 411 |
|
|
2021
Q2 | $232K | Buy |
+10,184
| New | +$232K | 0.03% | 379 |
|
|
2021
Q1 | – | Sell |
-15,975
| Closed | -$238K | – | 447 |
|
|
2020
Q4 | $238K | Sell |
15,975
-3,455
| -18% | -$51.5K | 0.03% | 346 |
|
|
2020
Q3 | $218K | Buy |
+19,430
| New | +$218K | 0.03% | 320 |
|
|
2020
Q2 | – | Sell |
-24,030
| Closed | -$194K | – | 359 |
|
|
2020
Q1 | $194K | Buy |
24,030
+6,014
| +33% | +$48.6K | 0.04% | 272 |
|
|
2019
Q4 | $222K | Buy |
+18,016
| New | +$222K | 0.04% | 302 |
|
|
2018
Q4 | – | Sell |
-16,819
| Closed | -$180K | – | 689 |
|
|
2018
Q3 | $180K | Buy |
16,819
+1,052
| +7% | +$11.3K | 0.03% | 310 |
|
|
2018
Q2 | $154K | Buy |
15,767
+1,134
| +8% | +$11.1K | 0.03% | 343 |
|
|
2018
Q1 | $136K | Buy |
+14,633
| New | +$136K | 0.03% | 369 |
|