Mount Yale Investment Advisors’s Dell DELL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$864K	Buy
2025 Q1	$621K	Buy
2024 Q4	$636K	Sell
2024 Q3	$806K	Buy
2024 Q2	$598K	Sell
2024 Q1	$770K	Sell
2023 Q4	$587K	Sell
2023 Q3	$532K	Sell
2023 Q2	$420K	Buy