Mount Yale Investment Advisors’s CTO Realty Growth CTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-6,244
Closed -$100K 418
2018
Q3
$100K Buy
6,244
+210
+3% +$3.36K 0.02% 445
2018
Q2
$101K Sell
6,034
-78
-1% -$1.31K 0.02% 453
2018
Q1
$104K Buy
+6,112
New +$104K 0.02% 437