MOUNT YALE INVESTMENT ADVISORS, LLC – Raymond James Financial, Inc. Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$1.93M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
+10.52%
quarter
Raymond James Financial, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.56% | -1.37K shares | 61K | $98.82 | 19.57K |
| Q2 2022 | share | Decrease | -1.04% | -220 shares | -454K | $89.41 | 20.94K |
| Q1 2022 | share | Decrease | -5.04% | -1.12K shares | 89K | $109.91 | 21.16K |
| Q4 2021 | share | Decrease | -1.61% | -364 shares | 147K | $101.02 | 22.29K |
| Q3 2021 | share | Increase | +0.51% | 115 shares | 139K | $92.28 | 22.65K |
| Q2 2021 | share | Increase | +87.79% | 10.53K shares | 971K | $86.36 | 22.54K |
| Q1 2021 | share | Decrease | -1.23% | -149 shares | 206K | $81.23 | 12.00K |
| Q4 2020 | share | Increase | +1.29% | 155 shares | 193K | $62.95 | 12.15K |
| Q3 2020 | share | Increase | +0.06% | 7 shares | 32K | $47.87 | 11.99K |
| Q2 2020 | share | Increase | +30.28% | 2.78K shares | 162K | $45.06 | 11.99K |
| Q1 2020 | share | Increase | +19.10% | 1.47K shares | -83K | $41.15 | 9.20K |
| Q4 2019 | share | Increase | +0.46% | 35 shares | 11K | $57.91 | 7.72K |
| Q3 2019 | share | Decrease | -1.12% | -87 shares | 66K | $53.16 | 7.69K |
| Q2 2019 | share | Decrease | -0.38% | -30 shares | -25K | $54.28 | 7.77K |
| Q1 2019 | share | 0.00% | 0 shares | 2K | $51.42 | 7.80K | |
| Q4 2018 | share | Increase | +4.71% | 351 shares | 13K | $47.17 | 7.80K |
| Q3 2018 | share | Decrease | -0.76% | -57 shares | -44K | $58.35 | 7.45K |
| Q2 2018 | share | Decrease | -0.66% | -50 shares | -3K | $56.45 | 7.51K |
| Q1 2018 | share | Increase | 0.00% | 7.56K shares | 451K | $56.3 | 7.56K |