Mount Yale Investment Advisors’s WESCO International WCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,219
| Closed | -$205K | – | 605 |
|
|
2024
Q3 | $205K | Sell |
1,219
-43
| -3% | -$7.22K | 0.02% | 515 |
|
|
2024
Q2 | $200K | Sell |
1,262
-1,233
| -49% | -$195K | 0.02% | 517 |
|
|
2024
Q1 | $427K | Buy |
2,495
+237
| +10% | +$40.6K | 0.03% | 387 |
|
|
2023
Q4 | $393K | Sell |
2,258
-26
| -1% | -$4.52K | 0.04% | 363 |
|
|
2023
Q3 | $328K | Buy |
2,284
+991
| +77% | +$143K | 0.04% | 374 |
|
|
2023
Q2 | $232K | Buy |
+1,293
| New | +$232K | 0.02% | 439 |
|