Mount Yale Investment Advisors’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$1.03M Buy
2025
Q3
$339K Buy
2025
Q2
$3.16K Buy
2018
Q3
Sell
2018
Q2
$1K Hold
2018
Q1
$1K Buy