Mount Yale Investment Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
7,178
+268
| +4% | +$24K | 0.05% | 290 |
|
|
2025
Q1 | $524K | Sell |
6,910
-3,675
| -35% | -$279K | 0.04% | 319 |
|
|
2024
Q4 | $818K | Sell |
10,585
-14,784
| -58% | -$1.14M | 0.07% | 243 |
|
|
2024
Q3 | $1.85M | Sell |
25,369
-1,235
| -5% | -$90.2K | 0.18% | 124 |
|
|
2024
Q2 | $1.6M | Sell |
26,604
-198
| -0.7% | -$11.9K | 0.13% | 155 |
|
|
2024
Q1 | $1.69M | Buy |
26,802
+2,081
| +8% | +$131K | 0.13% | 153 |
|
|
2023
Q4 | $1.44M | Buy |
24,721
+1,885
| +8% | +$110K | 0.14% | 156 |
|
|
2023
Q3 | $1.11M | Sell |
22,836
-483
| -2% | -$23.5K | 0.12% | 178 |
|
|
2023
Q2 | $1.16M | Buy |
+23,319
| New | +$1.16M | 0.12% | 176 |
|
|
2021
Q2 | – | Sell |
-4,992
| Closed | -$245K | – | 439 |
|
|
2021
Q1 | $245K | Sell |
4,992
-14,697
| -75% | -$721K | 0.03% | 361 |
|
|
2020
Q4 | $871K | Buy |
19,689
+789
| +4% | +$34.9K | 0.12% | 184 |
|
|
2020
Q3 | $773K | Buy |
18,900
+2,118
| +13% | +$86.6K | 0.11% | 181 |
|
|
2020
Q2 | $668K | Buy |
16,782
+564
| +3% | +$22.5K | 0.12% | 182 |
|
|
2020
Q1 | $513K | Buy |
16,218
+1,893
| +13% | +$59.9K | 0.12% | 162 |
|
|
2019
Q4 | $556K | Sell |
14,325
-438
| -3% | -$17K | 0.1% | 177 |
|
|
2019
Q3 | $504K | Sell |
14,763
-72
| -0.5% | -$2.46K | 0.09% | 187 |
|
|
2019
Q2 | $475K | Sell |
14,835
-765
| -5% | -$24.5K | 0.09% | 195 |
|
|
2019
Q1 | $455K | Sell |
15,600
-543
| -3% | -$15.8K | 0.09% | 195 |
|
|
2018
Q4 | $467K | Sell |
16,143
-765
| -5% | -$22.1K | 0.09% | 187 |
|
|
2018
Q3 | $512K | Sell |
16,908
-780
| -4% | -$23.6K | 0.09% | 170 |
|
|
2018
Q2 | $538K | Sell |
17,688
-261
| -1% | -$7.94K | 0.1% | 161 |
|
|
2018
Q1 | $516K | Buy |
+17,949
| New | +$516K | 0.11% | 163 |
|