MOUNT YALE INVESTMENT ADVISORS, LLC – 3M Company Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$1.01M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-14.61%
quarter
3M Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.40% | -37 shares | -179K | $110.5 | 9.20K |
| Q2 2022 | share | Increase | +4.51% | 399 shares | -121K | $129.41 | 9.24K |
| Q1 2022 | share | Decrease | -0.11% | -10 shares | -256K | $148.88 | 8.84K |
| Q4 2021 | share | Increase | +36.31% | 2.35K shares | 433K | $177.64 | 8.85K |
| Q3 2021 | share | Increase | +129.95% | 3.67K shares | 579K | $173.98 | 6.49K |
| Q2 2021 | share | Decrease | -4.33% | -128 shares | -8K | $195.51 | 2.82K |
| Q1 2021 | share | Decrease | -4.37% | -135 shares | 29K | $188.27 | 2.95K |
| Q4 2020 | share | Increase | +4.68% | 138 shares | 67K | $169.38 | 3.08K |
| Q3 2020 | share | Increase | +8.82% | 239 shares | 50K | $153.9 | 2.95K |
| Q2 2020 | share | Increase | +1.08% | 29 shares | 57K | $148.52 | 2.71K |
| Q1 2020 | share | Increase | +6.60% | 166 shares | -33K | $128.68 | 2.68K |
| Q4 2019 | share | Decrease | -1.95% | -50 shares | -39K | $164.78 | 2.51K |
| Q3 2019 | share | Increase | +0.31% | 8 shares | 19K | $152.23 | 2.56K |
| Q3 2019 | put | Decrease | -100.00% | -2.2K shares | -5K | $152.23 | 0 |
| Q2 2019 | put | 0.00% | 0 shares | 4K | $159.05 | 2.2K | |
| Q2 2019 | share | Decrease | -2.44% | -64 shares | -126K | $159.05 | 2.55K |
| Q1 2019 | put | Increase | 0.00% | 2.2K shares | 1K | $189.01 | 2.2K |
| Q1 2019 | share | Increase | +6.67% | 164 shares | 51K | $189.01 | 2.62K |
| Q4 2018 | share | 0.00% | 0 shares | -1K | $172.11 | 2.45K | |
| Q3 2018 | share | 0.00% | 0 shares | 11K | $189.04 | 2.45K | |
| Q3 2018 | put | Decrease | -100.00% | -2.2K shares | -5K | $189.04 | 0 |
| Q2 2018 | put | Increase | +4.76% | 100 shares | -1K | $175.31 | 2.2K |
| Q2 2018 | share | Increase | +1.36% | 33 shares | -48K | $175.31 | 2.45K |
| Q1 2018 | put | Increase | 0.00% | 2.1K shares | 6K | $194.31 | 2.1K |
| Q1 2018 | share | Increase | 0.00% | 2.42K shares | 532K | $194.31 | 2.42K |