Mount Yale Investment Advisors’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$133K	Buy	+687	New	+$133K	0.01%	613
2018 Q4	–	Sell	-32	Closed	-$5K	–	595
2018 Q3	$5K	Sell	32 -50	-61%	-$7.81K	﹤0.01%	881
2018 Q2	$14K	Hold	82	–	–	﹤0.01%	843
2018 Q1	$15K	Buy	+82	New	+$15K	﹤0.01%	805