Mount Yale Investment Advisors’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$190K	Buy	+3,049	New	+$190K	0.01%	547
2024 Q4	–	Sell	-2,707	Closed	-$185K	–	576
2024 Q3	$185K	Buy	+2,707	New	+$185K	0.02%	530