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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
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