MOUNT YALE INVESTMENT ADVISORS, LLC – Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$1.15M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-11.83%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.72% | -699 shares | -165K | $12 | 96.17K |
| Q2 2022 | share | Decrease | -11.45% | -12.52K shares | -387K | $13.61 | 96.87K |
| Q1 2022 | share | Increase | +11.50% | 11.28K shares | 214K | $15.59 | 109.40K |
| Q4 2021 | share | Decrease | -2.93% | -2.96K shares | -8K | $15.32 | 98.12K |
| Q3 2021 | share | Decrease | -7.30% | -7.95K shares | -168K | $14.84 | 101.08K |
| Q2 2021 | share | Decrease | -1.16% | -1.28K shares | 37K | $14.96 | 109.04K |
| Q1 2021 | share | Increase | +11.44% | 11.32K shares | 430K | $14.14 | 110.32K |
| Q4 2020 | share | Decrease | -7.80% | -8.37K shares | 106K | $11.35 | 99.00K |
| Q3 2020 | share | Increase | +2.37% | 2.48K shares | -67K | $9.28 | 107.38K |
| Q2 2020 | share | Increase | +36.51% | 28.05K shares | 463K | $9.76 | 104.89K |
| Q1 2020 | share | Decrease | -2.47% | -1.94K shares | -832K | $7.78 | 76.84K |
| Q4 2019 | share | Increase | +17.82% | 11.91K shares | 291K | $15.87 | 78.79K |
| Q3 2019 | share | Increase | +4.20% | 2.69K shares | 102K | $14.93 | 66.87K |
| Q2 2019 | share | Increase | 0.00% | 64.18K shares | 1.13M | $14.34 | 64.18K |