Mount Yale Investment Advisors’s First Merchants FRME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$240K	Buy	+6,274	New	+$240K	0.02%	515
2018 Q4	–	Sell	-2,773	Closed	-$116K	–	481
2018 Q3	$116K	Sell	2,773 -22	-0.8%	-$920	0.02%	394
2018 Q2	$130K	Hold	2,795	–	–	0.02%	385
2018 Q1	$117K	Buy	+2,795	New	+$117K	0.03%	402