Mount Yale Investment Advisors’s Hanover Insurance THG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $150K | Sell |
883
-357
| -29% | -$60.6K | 0.01% | 591 |
|
2025
Q1 | $216K | Buy |
+1,240
| New | +$216K | 0.02% | 506 |
|
2018
Q4 | – | Sell |
-396
| Closed | -$44K | – | 731 |
|
2018
Q3 | $44K | Buy |
396
+253
| +177% | +$28.1K | 0.01% | 626 |
|
2018
Q2 | $17K | Buy |
143
+54
| +61% | +$6.42K | ﹤0.01% | 824 |
|
2018
Q1 | $10K | Buy |
+89
| New | +$10K | ﹤0.01% | 840 |
|