MOUNT YALE INVESTMENT ADVISORS, LLC – Discover Financial Services Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$6.13M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-3.87%
quarter
Discover Financial Services 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.57% | 2.32K shares | -27K | $90.92 | 67.50K |
| Q2 2022 | share | Decrease | -3.23% | -2.17K shares | -1.25M | $94.58 | 65.17K |
| Q1 2022 | share | Increase | +4.61% | 2.97K shares | -19K | $110.19 | 67.35K |
| Q4 2021 | share | Increase | +401.73% | 51.55K shares | 5.86M | $115.83 | 64.38K |
| Q3 2021 | share | Decrease | -10.91% | -1.57K shares | -128K | $122.34 | 12.83K |
| Q2 2021 | share | Increase | +1.36% | 193 shares | 354K | $117.34 | 14.40K |
| Q1 2021 | share | Decrease | -1.64% | -237 shares | 42K | $93.87 | 14.21K |
| Q4 2020 | share | Decrease | -5.99% | -921 shares | 420K | $89.03 | 14.44K |
| Q3 2020 | share | Increase | +2.18% | 328 shares | 135K | $56.5 | 15.36K |
| Q2 2020 | share | Decrease | -7.34% | -1.19K shares | 174K | $48.56 | 15.04K |
| Q1 2020 | share | Increase | +12.73% | 1.83K shares | -503K | $34.21 | 16.23K |
| Q4 2019 | share | Increase | +7.10% | 954 shares | -53K | $80.88 | 14.39K |
| Q3 2019 | share | Decrease | -14.98% | -2.36K shares | -190K | $76.92 | 13.44K |
| Q2 2019 | share | Decrease | -8.51% | -1.47K shares | 95K | $73.19 | 15.81K |
| Q1 2019 | share | Decrease | -9.59% | -1.83K shares | -68K | $66.78 | 17.28K |
| Q4 2018 | share | Increase | +11.05% | 1.90K shares | 80K | $55.04 | 19.11K |
| Q3 2018 | share | Increase | +31.99% | 4.17K shares | 300K | $70.93 | 17.21K |
| Q2 2018 | share | Decrease | -0.72% | -95 shares | -27K | $65 | 13.04K |
| Q1 2018 | share | Increase | 0.00% | 13.13K shares | 945K | $66.1 | 13.13K |