Mount Yale Investment Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
2,973
-167
| -5% | -$88.1K | 0.12% | 146 |
|
|
2025
Q1 | $1.6M | Sell |
3,140
-398
| -11% | -$202K | 0.14% | 138 |
|
|
2024
Q4 | $1.76M | Sell |
3,538
-206
| -6% | -$103K | 0.14% | 131 |
|
|
2024
Q3 | $1.93M | Sell |
3,744
-175
| -4% | -$90.4K | 0.19% | 120 |
|
|
2024
Q2 | $1.75M | Sell |
3,919
-77
| -2% | -$34.3K | 0.14% | 142 |
|
|
2024
Q1 | $1.7M | Sell |
3,996
-261
| -6% | -$111K | 0.13% | 152 |
|
|
2023
Q4 | $1.88M | Buy |
4,257
+61
| +1% | +$26.9K | 0.18% | 127 |
|
|
2023
Q3 | $1.53M | Sell |
4,196
-42
| -1% | -$15.3K | 0.17% | 132 |
|
|
2023
Q2 | $1.7M | Sell |
4,238
-708
| -14% | -$284K | 0.18% | 124 |
|
|
2023
Q1 | $1.71M | Sell |
4,946
-799
| -14% | -$275K | 0.19% | 117 |
|
|
2022
Q4 | $1.92M | Buy |
5,745
+159
| +3% | +$53.3K | 0.22% | 105 |
|
|
2022
Q3 | $1.71M | Sell |
5,586
-384
| -6% | -$117K | 0.23% | 101 |
|
|
2022
Q2 | $2.01M | Sell |
5,970
-342
| -5% | -$115K | 0.25% | 91 |
|
|
2022
Q1 | $2.59M | Sell |
6,312
-130
| -2% | -$53.3K | 0.28% | 77 |
|
|
2021
Q4 | $3.04M | Buy |
6,442
+472
| +8% | +$223K | 0.32% | 80 |
|
|
2021
Q3 | $2.54M | Sell |
5,970
-564
| -9% | -$240K | 0.29% | 84 |
|
|
2021
Q2 | $2.68M | Sell |
6,534
-204
| -3% | -$83.7K | 0.32% | 78 |
|
|
2021
Q1 | $2.38M | Sell |
6,738
-256
| -4% | -$90.3K | 0.31% | 79 |
|
|
2020
Q4 | $2.3M | Sell |
6,994
-322
| -4% | -$106K | 0.32% | 79 |
|
|
2020
Q3 | $2.64M | Sell |
7,316
-423
| -5% | -$153K | 0.38% | 63 |
|
|
2020
Q2 | $2.55M | Buy |
7,739
+795
| +11% | +$262K | 0.46% | 58 |
|
|
2020
Q1 | $1.7M | Sell |
6,944
-98
| -1% | -$24K | 0.38% | 63 |
|
|
2019
Q4 | $2.07M | Buy |
7,042
+974
| +16% | +$286K | 0.36% | 68 |
|
|
2019
Q3 | $1.55M | Sell |
6,068
-1,372
| -18% | -$350K | 0.28% | 90 |
|
|
2019
Q2 | $1.85M | Sell |
7,440
-125
| -2% | -$31.1K | 0.34% | 71 |
|
|
2019
Q1 | $1.59M | Buy |
7,565
+32
| +0.4% | +$6.74K | 0.3% | 83 |
|
|
2018
Q4 | $1.46M | Sell |
7,533
-65
| -0.9% | -$12.6K | 0.3% | 86 |
|
|
2018
Q3 | $1.42M | Buy |
7,598
+7,078
| +1,361% | +$1.32M | 0.25% | 89 |
|
|
2018
Q2 | $106K | Buy |
520
+199
| +62% | +$40.6K | 0.02% | 441 |
|
|
2018
Q1 | $61K | Buy |
+321
| New | +$61K | 0.01% | 579 |
|