Mount Yale Investment Advisors’s The Shyft Group SHYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,166
| Closed | -$223K | – | 489 |
|
|
2022
Q1 | $223K | Sell |
6,166
-83
| -1% | -$3K | 0.02% | 429 |
|
|
2021
Q4 | $307K | Buy |
6,249
+176
| +3% | +$8.65K | 0.03% | 367 |
|
|
2021
Q3 | $231K | Sell |
6,073
-1,052
| -15% | -$40K | 0.03% | 415 |
|
|
2021
Q2 | $267K | Buy |
7,125
+4
| +0.1% | +$150 | 0.03% | 343 |
|
|
2021
Q1 | $265K | Sell |
7,121
-2,082
| -23% | -$77.5K | 0.03% | 341 |
|
|
2020
Q4 | $261K | Buy |
+9,203
| New | +$261K | 0.04% | 324 |
|
|
2020
Q2 | – | Sell |
-11,179
| Closed | -$144K | – | 360 |
|
|
2020
Q1 | $144K | Buy |
11,179
+278
| +3% | +$3.58K | 0.03% | 280 |
|
|
2019
Q4 | $185K | Buy |
+10,901
| New | +$185K | 0.03% | 315 |
|
|
2019
Q3 | – | Sell |
-10,573
| Closed | -$136K | – | 324 |
|
|
2019
Q2 | $136K | Buy |
10,573
+417
| +4% | +$5.36K | 0.03% | 298 |
|
|
2019
Q1 | $90K | Buy |
+10,156
| New | +$90K | 0.02% | 297 |
|
|
2018
Q4 | – | Sell |
-8,653
| Closed | -$75K | – | 692 |
|
|
2018
Q3 | $75K | Buy |
+8,653
| New | +$75K | 0.01% | 524 |
|