Mount Yale Investment Advisors, LLC Ishares Tr Fallen Angels Usd B Transaction History

Mount Yale Investment Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 07, 2022	SELL	$23.9 - $26.1 $210,487 - $229,862	-8,807 Reduced 38.39%	14,132 $338,000
Q2 2022 Aug 02, 2022	SELL	$24.32 - $27.85 $143,633 - $164,482	-5,906 Reduced 20.47%	22,939 $565,000
Q1 2022 May 03, 2022	SELL	$27.07 - $29.9 $262,416 - $289,850	-9,694 Reduced 25.15%	28,845 $801,000
Q4 2021 Feb 02, 2022	BUY	$29.4 - $30.37 $447,468 - $462,231	15,220 Added 65.27%	38,539 $1.16 Million
Q3 2021 Nov 02, 2021	BUY	$29.85 - $30.44 $79,609 - $81,183	2,667 Added 12.91%	23,319 $702,000
Q2 2021 Aug 04, 2021	SELL	$29.21 - $29.96 $77,172 - $79,154	-2,642 Reduced 11.34%	20,652 $619,000
Q1 2021 May 04, 2021	BUY	$28.73 - $29.69 $669,236 - $691,598	23,294 New	23,294 $681,000

292

46.4M

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