Mount Yale Investment Advisors’s Five Below FIVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$26.2K	Buy
2020 Q1	–	Sell
2019 Q4	$439K	Buy
2019 Q3	$439K	Sell
2019 Q2	$398K	Sell
2019 Q1	$530K	Sell
2018 Q4	$568K	Buy