Mount Yale Investment Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.1K	Buy
2025 Q1	–	Sell
2024 Q4	$755K	Buy
2024 Q3	$713K	Sell
2024 Q2	$677K	Sell
2024 Q1	$788K	Sell
2023 Q4	$880K	Sell
2023 Q3	$825K	Sell
2023 Q2	$762K	Buy