MOUNT YALE INVESTMENT ADVISORS, LLC – Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
2.36M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
+12.37%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +41.04% | 3.26K shares | 873K | 11.22K | |
| Q2 2022 | share | Decrease | -17.49% | -1.68K shares | -1.34M | 7.95K | |
| Q1 2022 | share | Decrease | -1.43% | -140 shares | -897K | 9.64K | |
| Q4 2021 | share | Decrease | -21.28% | -2.64K shares | -1.13M | 9.78K | |
| Q3 2021 | share | Increase | +89.34% | 5.86K shares | 3.17M | 12.43K | |
| Q2 2021 | share | Decrease | -0.30% | -20 shares | 298K | 6.56K | |
| Q1 2021 | share | Decrease | -5.46% | -380 shares | -241K | 6.58K | |
| Q4 2020 | share | Decrease | -2.66% | -190 shares | 328K | 6.96K | |
| Q3 2020 | share | Increase | +173.61% | 4.54K shares | 830K | 7.15K | |
| Q2 2020 | share | Increase | 0.00% | 2.61K shares | 471K | 2.61K |