MYIA
Mount Yale Investment Advisors’s Smith & Nephew SNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30 | Buy |
+1
| New | +$30 | ﹤0.01% | 1479 |
|
|
2024
Q1 | – | Sell |
-12,498
| Closed | -$341K | – | 559 |
|
|
2023
Q4 | $341K | Buy |
12,498
+214
| +2% | +$5.84K | 0.03% | 389 |
|
|
2023
Q3 | $304K | Buy |
12,284
+187
| +2% | +$4.63K | 0.03% | 389 |
|
|
2023
Q2 | $390K | Buy |
12,097
+129
| +1% | +$4.16K | 0.04% | 340 |
|
|
2023
Q1 | $334K | Sell |
11,968
-500
| -4% | -$14K | 0.04% | 360 |
|
|
2022
Q4 | $335K | Buy |
12,468
+360
| +3% | +$9.68K | 0.04% | 339 |
|
|
2022
Q3 | $281K | Buy |
12,108
+2,300
| +23% | +$53.4K | 0.04% | 352 |
|
|
2022
Q2 | $274K | Buy |
9,808
+397
| +4% | +$11.1K | 0.03% | 374 |
|
|
2022
Q1 | $300K | Buy |
9,411
+2,736
| +41% | +$87.2K | 0.03% | 364 |
|
|
2021
Q4 | $231K | Buy |
+6,675
| New | +$231K | 0.02% | 419 |
|
|
2021
Q2 | – | Sell |
-61,640
| Closed | -$2.34M | – | 448 |
|
|
2021
Q1 | $2.34M | Buy |
61,640
+31,352
| +104% | +$1.19M | 0.3% | 80 |
|
|
2020
Q4 | $1.28M | Sell |
30,288
-31,156
| -51% | -$1.31M | 0.18% | 128 |
|
|
2020
Q3 | $2.4M | Buy |
61,444
+1,299
| +2% | +$50.8K | 0.34% | 69 |
|
|
2020
Q2 | $2.29M | Buy |
60,145
+8,967
| +18% | +$342K | 0.41% | 66 |
|
|
2020
Q1 | $1.84M | Buy |
51,178
+4,912
| +11% | +$176K | 0.41% | 61 |
|
|
2019
Q4 | $2.22M | Buy |
46,266
+32,637
| +239% | +$1.57M | 0.39% | 60 |
|
|
2019
Q3 | $576K | Buy |
13,629
+6,872
| +102% | +$290K | 0.1% | 170 |
|
|
2019
Q2 | $305K | Buy |
+6,757
| New | +$305K | 0.06% | 264 |
|
|
2018
Q3 | – | Sell |
-9,742
| Closed | -$366K | – | 993 |
|
|
2018
Q2 | $366K | Sell |
9,742
-10,964
| -53% | -$412K | 0.07% | 226 |
|
|
2018
Q1 | $790K | Buy |
+20,706
| New | +$790K | 0.17% | 119 |
|