MCIA
Mountain Capital Investment Advisors’s Adobe ADBE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-7,368
| Closed | -$2.21M | – | 77 |
|
2022
Q3 | $2.21M | Buy |
+7,368
| New | +$2.21M | 1.16% | 16 |
|
2022
Q2 | – | Sell |
-5,742
| Closed | -$2.5M | – | 77 |
|
2022
Q1 | $2.5M | Buy |
5,742
+210
| +4% | +$91.2K | 1.18% | 17 |
|
2021
Q4 | $2.93M | Buy |
5,532
+657
| +13% | +$348K | 1.33% | 11 |
|
2021
Q3 | $2.81M | Sell |
4,875
-93
| -2% | -$53.6K | 1.49% | 15 |
|
2021
Q2 | $3.01M | Sell |
4,968
-449
| -8% | -$272K | 1.39% | 17 |
|
2021
Q1 | $2.79M | Buy |
5,417
+219
| +4% | +$113K | 1.4% | 15 |
|
2020
Q4 | $2.47M | Sell |
5,198
-1,462
| -22% | -$693K | 1.49% | 15 |
|
2020
Q3 | $3.4M | Buy |
+6,660
| New | +$3.4M | 2.2% | 8 |
|