MOUNT YALE INVESTMENT ADVISORS, LLC – S&P Global Inc. Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$1.70M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-9.41%
quarter
S&P Global Inc. 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -6.43% | -384 shares | -306K | $305.35 | 5.58K |
Q2 2022 | share | Decrease | -5.42% | -342 shares | -577K | $337.06 | 5.97K |
Q1 2022 | share | Decrease | -2.02% | -130 shares | -451K | $410.18 | 6.31K |
Q4 2021 | share | Increase | +7.91% | 472 shares | 503K | $470.48 | 6.44K |
Q3 2021 | share | Decrease | -8.63% | -564 shares | -145K | $424.19 | 5.97K |
Q2 2021 | share | Decrease | -3.03% | -204 shares | 304K | $409.05 | 6.53K |
Q1 2021 | share | Decrease | -3.66% | -256 shares | 79K | $350.95 | 6.73K |
Q4 2020 | share | Decrease | -4.40% | -322 shares | -339K | $326.17 | 6.99K |
Q3 2020 | share | Decrease | -5.47% | -423 shares | 88K | $357.08 | 7.31K |
Q2 2020 | share | Increase | +11.45% | 795 shares | 848K | $325.65 | 7.73K |
Q1 2020 | share | Decrease | -1.39% | -98 shares | -366K | $241.69 | 6.94K |
Q4 2019 | share | Increase | +16.05% | 974 shares | 520K | $268.66 | 7.04K |
Q3 2019 | share | Decrease | -18.44% | -1.37K shares | -302K | $240.53 | 6.06K |
Q2 2019 | share | Decrease | -1.65% | -125 shares | 257K | $223.16 | 7.44K |
Q1 2019 | share | Increase | +0.42% | 32 shares | 131K | $205.72 | 7.56K |
Q4 2018 | share | Decrease | -0.86% | -65 shares | 43K | $165.57 | 7.53K |
Q3 2018 | share | Increase | +1361.15% | 7.07K shares | 1.31M | $189.84 | 7.59K |
Q2 2018 | share | Increase | +61.99% | 199 shares | 45K | $197.61 | 520 |
Q1 2018 | share | Increase | 0.00% | 321 shares | 61K | $184.71 | 321 |