MOUNT YALE INVESTMENT ADVISORS, LLC – iShares Cohen & Steers REIT ETF Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$1.07M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-11.70%
quarter
iShares Cohen & Steers REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.11% | -432 shares | -169K | $53.66 | 20.08K |
| Q2 2022 | share | Increase | +13.01% | 2.36K shares | -42K | $60.77 | 20.51K |
| Q1 2022 | share | 0.00% | 0 shares | -92K | $71.01 | 18.15K | |
| Q4 2021 | share | 0.00% | 0 shares | 193K | $75.83 | 18.15K | |
| Q3 2021 | share | Decrease | -15.29% | -3.27K shares | -212K | $65.42 | 18.15K |
| Q2 2021 | share | Increase | +2.78% | 579 shares | 195K | $65.14 | 21.42K |
| Q1 2021 | share | Decrease | -12.53% | -2.98K shares | -79K | $57.35 | 20.84K |
| Q4 2020 | share | Decrease | -2.49% | -609 shares | 37K | $53.19 | 23.83K |
| Q3 2020 | share | Decrease | -10.09% | -2.74K shares | -124K | $50 | 24.44K |
| Q2 2020 | share | Decrease | -10.51% | -3.19K shares | -20K | $49.14 | 27.18K |
| Q1 2020 | share | Decrease | -10.24% | -3.46K shares | -615K | $44.36 | 30.38K |
| Q4 2019 | share | Decrease | -3.05% | -1.06K shares | 8K | $56.25 | 33.84K |
| Q3 2019 | share | Decrease | -0.70% | -246 shares | -29K | $57.28 | 34.90K |
| Q2 2019 | share | Increase | +1.51% | 524 shares | 102K | $53.46 | 35.15K |
| Q1 2019 | share | 0.00% | 0 shares | 68K | $52.45 | 34.63K | |
| Q4 2018 | share | Decrease | -3.25% | -1.16K shares | 43K | $44.84 | 34.63K |
| Q3 2018 | share | Increase | +3.45% | 1.19K shares | 86K | $46.57 | 35.79K |
| Q2 2018 | share | Increase | +0.41% | 142 shares | 121K | $46.1 | 34.6K |
| Q1 2018 | share | Increase | 0.00% | 34.45K shares | 1.60M | $42.71 | 34.45K |