Mount Yale Investment Advisors’s WillScot Mobile Mini Holdings WSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,142
| Closed | -$344K | – | 607 |
|
|
2024
Q3 | $344K | Sell |
9,142
-10,349
| -53% | -$389K | 0.03% | 397 |
|
|
2024
Q2 | $734K | Sell |
19,491
-407
| -2% | -$15.3K | 0.06% | 265 |
|
|
2024
Q1 | $925K | Buy |
19,898
+11,571
| +139% | +$538K | 0.07% | 233 |
|
|
2023
Q4 | $371K | Sell |
8,327
-5,589
| -40% | -$249K | 0.04% | 375 |
|
|
2023
Q3 | $579K | Buy |
13,916
+32
| +0.2% | +$1.33K | 0.06% | 275 |
|
|
2023
Q2 | $664K | Sell |
13,884
-520
| -4% | -$24.9K | 0.07% | 269 |
|
|
2023
Q1 | $675K | Buy |
+14,404
| New | +$675K | 0.08% | 256 |
|