Mount Yale Investment Advisors’s SPS Commerce SPSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7K | Sell |
241
-3,442
| -93% | -$467K | ﹤0.01% | 937 |
|
|
2025
Q1 | $489K | Sell |
3,683
-673
| -15% | -$89.3K | 0.04% | 329 |
|
|
2024
Q4 | $801K | Sell |
4,356
-41
| -0.9% | -$7.54K | 0.06% | 246 |
|
|
2024
Q3 | $854K | Sell |
4,397
-225
| -5% | -$43.7K | 0.08% | 226 |
|
|
2024
Q2 | $870K | Sell |
4,622
-235
| -5% | -$44.2K | 0.07% | 236 |
|
|
2024
Q1 | $898K | Sell |
4,857
-5
| -0.1% | -$924 | 0.07% | 237 |
|
|
2023
Q4 | $942K | Sell |
4,862
-37
| -0.8% | -$7.17K | 0.09% | 210 |
|
|
2023
Q3 | $836K | Sell |
4,899
-225
| -4% | -$38.4K | 0.09% | 213 |
|
|
2023
Q2 | $984K | Sell |
5,124
-557
| -10% | -$107K | 0.1% | 196 |
|
|
2023
Q1 | $865K | Sell |
5,681
-886
| -13% | -$135K | 0.1% | 213 |
|
|
2022
Q4 | $843K | Sell |
6,567
-200
| -3% | -$25.7K | 0.1% | 213 |
|
|
2022
Q3 | $841K | Sell |
6,767
-48
| -0.7% | -$5.97K | 0.11% | 193 |
|
|
2022
Q2 | $770K | Sell |
6,815
-142
| -2% | -$16K | 0.1% | 207 |
|
|
2022
Q1 | $913K | Buy |
6,957
+4,702
| +209% | +$617K | 0.1% | 208 |
|
|
2021
Q4 | $321K | Sell |
2,255
-4,352
| -66% | -$620K | 0.03% | 355 |
|
|
2021
Q3 | $1.07M | Buy |
+6,607
| New | +$1.07M | 0.12% | 184 |
|
|
2018
Q4 | – | Sell |
-426
| Closed | -$20K | – | 704 |
|
|
2018
Q3 | $20K | Sell |
426
-108
| -20% | -$5.07K | ﹤0.01% | 785 |
|
|
2018
Q2 | $20K | Buy |
+534
| New | +$20K | ﹤0.01% | 789 |
|