Mount Yale Investment Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $818K | Sell |
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|
2024
Q3 | $1.85M | Sell |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $871K | Buy |
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|
2020
Q3 | $773K | Buy |
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|
2020
Q2 | $668K | Buy |
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|
2020
Q1 | $513K | Buy |
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|
2019
Q4 | $556K | Sell |
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|
2019
Q3 | $504K | Sell |
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|
2019
Q2 | $475K | Sell |
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|
2019
Q1 | $455K | Sell |
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|
2018
Q4 | $467K | Sell |
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|
2018
Q3 | $512K | Sell |
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|
2018
Q2 | $538K | Sell |
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|
2018
Q1 | $516K | Buy |
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