Mount Yale Investment Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Mount Yale Investment Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$134.21 - $152.76 $882,430 - $1 Million	6,575 New	6,575 $959,000
Q3 2021 Nov 02, 2021	SELL	$167.02 - $183.38 $784,492 - $861,335	-4,697 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$159.69 - $175.61 $1,117 - $1,229	7 Added 0.15%	4,697 $815,000
Q1 2021 May 04, 2021	BUY	$150.0 - $178.04 $703,500 - $835,007	4,690 New	4,690 $754,000

773

48.7M

266K

778K

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