Mount Yale Investment Advisors’s CyberArk CYBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Sell
1,000
-549
-35% -$223K 0.03% 384
2025
Q1
$524K Buy
+1,549
New +$524K 0.04% 320
2022
Q4
Sell
-1,334
Closed -$200K 459
2022
Q3
$200K Sell
1,334
-259
-16% -$38.8K 0.03% 423
2022
Q2
$204K Buy
+1,593
New +$204K 0.03% 438
2022
Q1
Sell
-1,336
Closed -$232K 470
2021
Q4
$232K Sell
1,336
-21
-2% -$3.65K 0.02% 418
2021
Q3
$214K Buy
+1,357
New +$214K 0.02% 431
2020
Q3
Sell
-2,113
Closed -$210K 351
2020
Q2
$210K Buy
+2,113
New +$210K 0.04% 301
2020
Q1
Sell
-2,536
Closed -$351K 300
2019
Q4
$351K Sell
2,536
-319
-11% -$44.2K 0.06% 259
2019
Q3
$329K Sell
2,855
-28
-1% -$3.23K 0.06% 259
2019
Q2
$335K Buy
2,883
+148
+5% +$17.2K 0.06% 248
2019
Q1
$326K Buy
+2,735
New +$326K 0.06% 239