Mount Yale Investment Advisors, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025
Number of Shares
21,097
Previous 21,708 2.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
N/A
-611 Reduced 2.81%
21,097 $0
Q4 2024

Jan 22, 2025
SELL
N/A
-9,177 Reduced 29.71%
21,708 $0
Q3 2024

Oct 23, 2024
SELL
N/A
-2,688 Reduced 8.01%
30,885 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-17,293 Reduced 34.0%
33,573 $0
Q1 2024

May 15, 2024
SELL
N/A
-2,441 Reduced 4.58%
50,866 $0
Q4 2023

Feb 12, 2024
SELL
N/A
-2,625 Reduced 4.69%
53,307 $0
Q3 2023

Oct 11, 2023
BUY
N/A
7,554 Added 15.61%
55,932 $0
Q2 2023

Aug 14, 2023
BUY
N/A
48,378 New
48,378 $0
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