MOUNT YALE INVESTMENT ADVISORS, LLC – iShares MBS ETF Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$655,000
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-6.06%
quarter
iShares MBS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.83% | -208 shares | -63K | $91.58 | 7.15K |
| Q2 2022 | share | Increase | +7.51% | 514 shares | 21K | $97.49 | 7.36K |
| Q1 2022 | share | Increase | +2.78% | 185 shares | -19K | $101.87 | 6.84K |
| Q4 2021 | share | Increase | +12.14% | 721 shares | 74K | $107.36 | 6.66K |
| Q3 2021 | share | Increase | +16.28% | 832 shares | 89K | $108.12 | 5.94K |
| Q2 2021 | share | Decrease | -13.13% | -772 shares | -85K | $107.96 | 5.10K |
| Q1 2021 | share | Decrease | -22.55% | -1.71K shares | -198K | $107.68 | 5.88K |
| Q4 2020 | share | Increase | 0.00% | 7.59K shares | 836K | $108.99 | 7.59K |