MOUNT YALE INVESTMENT ADVISORS, LLC – Wells Fargo & Company Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$2.21M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
+2.68%
quarter
Wells Fargo & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.28% | 4.68K shares | 241K | $40.22 | 55.10K |
| Q2 2022 | share | Increase | +4.86% | 2.33K shares | -355K | $39.17 | 50.42K |
| Q1 2022 | share | Decrease | -25.81% | -16.73K shares | -780K | $48.46 | 48.08K |
| Q4 2021 | share | Increase | +16.80% | 9.32K shares | 534K | $48.1 | 64.82K |
| Q3 2021 | share | Increase | +450.37% | 45.41K shares | 2.11M | $46.23 | 55.49K |
| Q2 2021 | share | Increase | 0.00% | 10.08K shares | 457K | $44.92 | 10.08K |
| Q2 2020 | share | Decrease | -100.00% | -42.04K shares | -1.20M | $25.04 | 0 |
| Q1 2020 | share | Decrease | -13.74% | -6.69K shares | -1.08M | $27.52 | 42.04K |
| Q4 2019 | share | Increase | +2.26% | 1.07K shares | -296K | $51.05 | 48.74K |
| Q3 2019 | share | Decrease | -0.54% | -261 shares | 389K | $47.41 | 47.66K |
| Q2 2019 | share | Increase | +0.67% | 319 shares | -105K | $43.99 | 47.92K |
| Q1 2019 | share | Decrease | -7.18% | -3.68K shares | -144K | $44.49 | 47.60K |
| Q4 2018 | share | Decrease | -1.75% | -912 shares | -353K | $42.05 | 51.28K |
| Q3 2018 | share | Decrease | -0.72% | -380 shares | -118K | $47.57 | 52.2K |
| Q2 2018 | share | Increase | +4.18% | 2.10K shares | 270K | $49.81 | 52.58K |
| Q1 2018 | share | Increase | 0.00% | 50.47K shares | 2.64M | $46.74 | 50.47K |