Mount Yale Investment Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History

Mount Yale Investment Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 04, 2021	SELL	$55.06 - $60.62 $124,655 - $137,243	-2,264 Closed	0 $0
Q1 2021 May 04, 2021	SELL	$52.97 - $58.45 $46,613 - $51,436	-880 Reduced 27.99%	2,264 $748,000
Q4 2020 Feb 12, 2021	BUY	$49.24 - $54.55 $10,241 - $11,346	208 Added 7.08%	3,144 $1.03 Million
Q3 2020 Nov 16, 2020	BUY	$44.27 - $51.59 $3,010 - $3,508	68 Added 2.37%	2,936 $880,000
Q2 2020 Jul 09, 2020	BUY	$35.5 - $45.33 $101,814 - $130,006	2,868 New	2,868 $759,000

621

36.8M

311K

1.15M

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