Mount Yale Investment Advisors’s AptarGroup ATR Stock Holding History

Mount Yale Investment Advisors’s Portfolio ATR Stock Details ATR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$321K	Sell
2025 Q1	$637K	Sell
2024 Q4	$775K	Buy
2024 Q3	$203K	Buy
2018 Q3	–	Sell
2018 Q2	$18K	Buy
2018 Q1	$10K	Buy