Mount Yale Investment Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Mount Yale Investment Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$108.81 - $116.4 $26,549 - $28,401	244 Added 5.64%	4,569 $506,000
Q1 2023 May 11, 2023	SELL	$106.93 - $116.34 $95,060 - $103,426	-889 Reduced 17.05%	4,325 $495,000
Q4 2022 Feb 13, 2023	BUY	$101.35 - $115.41 $158,308 - $180,270	1,562 Added 42.77%	5,214 $564,000
Q3 2022 Nov 07, 2022	BUY	$107.15 - $125.14 $28,180 - $32,911	263 Added 7.76%	3,652 $398,000
Q2 2022 Aug 02, 2022	BUY	$114.64 - $134.55 $96,068 - $112,752	838 Added 32.85%	3,389 $407,000
Q1 2022 May 03, 2022	BUY	$131.9 - $145.68 $336,476 - $371,629	2,551 New	2,551 $343,000

508

63M

29.2K

16.6K

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