MOUNT YALE INVESTMENT ADVISORS, LLC – First Republic Bank Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$1.13M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-9.47%
quarter
First Republic Bank 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.05% | -4 shares | -119K | $130.55 | 8.69K |
| Q2 2022 | share | Increase | +7.07% | 574 shares | -63K | $144.2 | 8.69K |
| Q1 2022 | share | Increase | +0.99% | 80 shares | -344K | $162.1 | 8.12K |
| Q4 2021 | share | Decrease | -1.72% | -141 shares | 82K | $206.82 | 8.04K |
| Q3 2021 | share | Decrease | -3.04% | -257 shares | -1K | $192.68 | 8.18K |
| Q2 2021 | share | Decrease | -1.19% | -102 shares | 155K | $186.77 | 8.44K |
| Q1 2021 | share | Decrease | -10.55% | -1.00K shares | 22K | $166.19 | 8.54K |
| Q4 2020 | share | Increase | +4.79% | 437 shares | 409K | $146.24 | 9.55K |
| Q3 2020 | share | Increase | +57.62% | 3.33K shares | 381K | $108.37 | 9.11K |
| Q2 2020 | share | Increase | +19.19% | 931 shares | 214K | $105.14 | 5.78K |
| Q1 2020 | share | Increase | +14.95% | 631 shares | -69K | $81.47 | 4.85K |
| Q4 2019 | share | Decrease | -2.56% | -111 shares | -8K | $116.09 | 4.22K |
| Q3 2019 | share | Decrease | -0.53% | -23 shares | 76K | $95.41 | 4.33K |
| Q2 2019 | share | Decrease | -3.54% | -160 shares | -54K | $96.16 | 4.35K |
| Q1 2019 | share | Increase | +6.26% | 266 shares | 27K | $98.75 | 4.51K |
| Q4 2018 | share | Increase | +0.21% | 9 shares | 33K | $85.27 | 4.24K |
| Q3 2018 | share | Decrease | -0.02% | -1 shares | -16K | $94 | 4.24K |
| Q2 2018 | share | Decrease | -0.96% | -41 shares | 13K | $94.6 | 4.24K |
| Q1 2018 | share | Increase | 0.00% | 4.28K shares | 397K | $90.34 | 4.28K |