MYIA
ALEX

Mount Yale Investment Advisors’s Alexander & Baldwin ALEX Stock Holding History

Mount Yale Investment Advisors’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$45.8K Buy
+2,568
New +$45.8K ﹤0.01% 837
2018
Q4 		– Sell
-4,618
Closed -$101K – 325
2018
Q3 		$101K Sell
4,618
-584
-11% -$12.8K 0.02% 440
2018
Q2 		$122K Sell
5,202
-1,680
-24% -$39.4K 0.02% 397
2018
Q1 		$159K Buy
+6,882
New +$159K 0.03% 323