Mount Yale Investment Advisors’s Texas Pacific Land TPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Buy |
+23
| New | +$24.3K | ﹤0.01% | 1005 |
|
|
2024
Q4 | – | Sell |
-279
| Closed | -$247K | – | 597 |
|
|
2024
Q3 | $247K | Sell |
279
-16
| -5% | -$14.2K | 0.02% | 487 |
|
|
2024
Q2 | $217K | Sell |
295
-53
| -15% | -$38.9K | 0.02% | 505 |
|
|
2024
Q1 | $201K | Sell |
348
-93
| -21% | -$53.8K | 0.02% | 514 |
|
|
2023
Q4 | $231K | Buy |
441
+54
| +14% | +$28.3K | 0.02% | 456 |
|
|
2023
Q3 | $235K | Sell |
387
-96
| -20% | -$58.4K | 0.03% | 443 |
|
|
2023
Q2 | $212K | Sell |
483
-60
| -11% | -$26.3K | 0.02% | 457 |
|
|
2023
Q1 | $308K | Sell |
543
-93
| -15% | -$52.7K | 0.03% | 370 |
|
|
2022
Q4 | $497K | Sell |
636
-159
| -20% | -$124K | 0.06% | 278 |
|
|
2022
Q3 | $471K | Buy |
795
+147
| +23% | +$87.1K | 0.06% | 274 |
|
|
2022
Q2 | $321K | Sell |
648
-15
| -2% | -$7.43K | 0.04% | 343 |
|
|
2022
Q1 | $299K | Sell |
663
-117
| -15% | -$52.8K | 0.03% | 367 |
|
|
2021
Q4 | $325K | Buy |
+780
| New | +$325K | 0.03% | 351 |
|
|
2018
Q4 | – | Sell |
-606
| Closed | -$141K | – | 738 |
|
|
2018
Q3 | $141K | Sell |
606
-342
| -36% | -$79.6K | 0.02% | 343 |
|
|
2018
Q2 | $220K | Hold |
948
| – | – | 0.04% | 296 |
|
|
2018
Q1 | $160K | Buy |
+948
| New | +$160K | 0.03% | 321 |
|