MYIA
Mount Yale Investment Advisors’s Spotify SPOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
15,491
-958
| -6% | -$735K | 0.93% | 18 |
|
|
2025
Q1 | $9.05M | Sell |
16,449
-1,340
| -8% | -$737K | 0.78% | 18 |
|
|
2024
Q4 | $7.96M | Sell |
17,789
-854
| -5% | -$382K | 0.64% | 22 |
|
|
2024
Q3 | $6.87M | Buy |
18,643
+636
| +4% | +$234K | 0.66% | 17 |
|
|
2024
Q2 | $5.65M | Buy |
18,007
+4,776
| +36% | +$1.5M | 0.45% | 39 |
|
|
2024
Q1 | $3.49M | Sell |
13,231
-486
| -4% | -$128K | 0.27% | 78 |
|
|
2023
Q4 | $2.58M | Buy |
13,717
+675
| +5% | +$127K | 0.24% | 98 |
|
|
2023
Q3 | $2.02M | Buy |
13,042
+35
| +0.3% | +$5.41K | 0.22% | 104 |
|
|
2023
Q2 | $2.09M | Sell |
13,007
-1,062
| -8% | -$171K | 0.22% | 102 |
|
|
2023
Q1 | $1.88M | Hold |
14,069
| – | – | 0.21% | 110 |
|
|
2022
Q4 | $1.11M | Sell |
14,069
-1
| -0% | -$79 | 0.13% | 166 |
|
|
2022
Q3 | $1.21M | Hold |
14,070
| – | – | 0.16% | 139 |
|
|
2022
Q2 | $1.32M | Hold |
14,070
| – | – | 0.17% | 140 |
|
|
2022
Q1 | $2.13M | Buy |
14,070
+1
| +0% | +$151 | 0.23% | 107 |
|
|
2021
Q4 | $3.29M | Sell |
14,069
-10
| -0.1% | -$2.34K | 0.34% | 69 |
|
|
2021
Q3 | $3.17M | Buy |
14,079
+2
| +0% | +$451 | 0.37% | 67 |
|
|
2021
Q2 | $3.88M | Sell |
14,077
-5
| -0% | -$1.38K | 0.47% | 52 |
|
|
2021
Q1 | $3.77M | Sell |
14,082
-1,518
| -10% | -$407K | 0.49% | 49 |
|
|
2020
Q4 | $4.91M | Buy |
15,600
+10
| +0.1% | +$3.15K | 0.69% | 36 |
|
|
2020
Q3 | $3.78M | Sell |
15,590
-96
| -0.6% | -$23.3K | 0.54% | 42 |
|
|
2020
Q2 | $4.05M | Sell |
15,686
-3,045
| -16% | -$786K | 0.73% | 34 |
|
|
2020
Q1 | $2.28M | Buy |
18,731
+111
| +0.6% | +$13.5K | 0.51% | 46 |
|
|
2019
Q4 | $2.63M | Hold |
18,620
| – | – | 0.46% | 50 |
|
|
2019
Q3 | $2.73M | Sell |
18,620
-680
| -4% | -$99.6K | 0.49% | 49 |
|
|
2019
Q2 | $2.93M | Hold |
19,300
| – | – | 0.54% | 41 |
|
|
2019
Q1 | $2.68M | Buy |
+19,300
| New | +$2.68M | 0.5% | 47 |
|