Mount Yale Investment Advisors’s Barclays BCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.49M	Buy
2025 Q1	$1.21M	Buy
2024 Q4	$1M	Buy
2020 Q2	–	Sell
2020 Q1	$112K	Sell
2019 Q4	$417K	Sell
2019 Q3	$594K	Buy
2018 Q4	–	Sell
2018 Q3	$173K	Buy