Mount Yale Investment Advisors’s AptarGroup ATR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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