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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$45.8K Buy
2018
Q4 		– Sell
2018
Q3 		$101K Sell
2018
Q2 		$122K Sell
2018
Q1 		$159K Buy