Mount Yale Investment Advisors’s DoubleVerify DV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$42.2K	Buy	+2,821	New	+$42.2K	﹤0.01%	860
2024 Q3	–	Sell	-27,189	Closed	-$529K	–	545
2024 Q2	$529K	Buy	27,189 +3,389	+14%	+$66K	0.04%	334
2024 Q1	$837K	Buy	+23,800	New	+$837K	0.06%	256