Mount Yale Investment Advisors, LLC Ishares Tr Transaction History

Mount Yale Investment Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$44.46 - $50.5 $40,947 - $46,510	-921 Reduced 13.58%	5,861 $272,000
Q3 2022 Nov 07, 2022	SELL	$36.07 - $45.64 $380,358 - $481,273	-10,545 Reduced 60.86%	6,782 $267,000
Q2 2022 Aug 02, 2022	SELL	$37.64 - $48.83 $490,524 - $636,352	-13,032 Reduced 42.93%	17,327 $660,000
Q1 2022 May 03, 2022	BUY	$31.0 - $42.12 $32,860 - $44,647	1,060 Added 3.62%	30,359 $1.24 Million
Q4 2021 Feb 02, 2022	SELL	$28.79 - $32.36 $156,847 - $176,297	-5,448 Reduced 15.68%	29,299 $882,000

Q3 2021 Nov 02, 2021	SELL	$24.81 - $29.6 $210,041 - $250,593	-8,466 Reduced 19.59%	34,747 $982,000
Q2 2021 Aug 04, 2021	BUY	$25.2 - $30.0 $187,034 - $222,660	7,422 Added 20.74%	43,213 $1.26 Million
Q1 2021 May 04, 2021	BUY	$20.29 - $28.47 $726,199 - $1.02 Million	35,791 New	35,791 $939,000

331

14.8M

38.1K

2.9K

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