Mount Yale Investment Advisors’s NVR NVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.97M	Buy	537 +1	+0.2%	+$7.39K	0.31%	65
2025 Q1	$3.88M	Hold	536	–	–	0.33%	57
2024 Q4	$4.38M	Hold	536	–	–	0.35%	54
2024 Q3	$5.26M	Hold	536	–	–	0.5%	37
2024 Q2	$4.07M	Hold	536	–	–	0.32%	65
2024 Q1	$4.34M	Hold	536	–	–	0.33%	67
2023 Q4	$3.75M	Hold	536	–	–	0.36%	67
2023 Q3	$3.2M	Hold	536	–	–	0.35%	69
2023 Q2	$3.4M	Hold	536	–	–	0.36%	65
2023 Q1	$2.99M	Hold	536	–	–	0.34%	70
2022 Q4	$2.47M	Hold	536	–	–	0.28%	88
2022 Q3	$2.14M	Hold	536	–	–	0.28%	86
2022 Q2	$2.15M	Hold	536	–	–	0.27%	83
2022 Q1	$2.39M	Hold	536	–	–	0.26%	88
2021 Q4	$3.17M	Hold	536	–	–	0.33%	74
2021 Q3	$2.57M	Hold	536	–	–	0.3%	83
2021 Q2	$2.67M	Hold	536	–	–	0.32%	79
2021 Q1	$2.53M	Hold	536	–	–	0.33%	75
2020 Q4	$2.19M	Hold	536	–	–	0.31%	83
2020 Q3	$2.19M	Hold	536	–	–	0.31%	74
2020 Q2	$1.75M	Hold	536	–	–	0.31%	79
2020 Q1	$1.38M	Sell	536 -536	-50%	-$1.38M	0.31%	86
2019 Q4	$4.09M	Hold	1,072	–	–	0.71%	33
2019 Q3	$3.85M	Hold	1,072	–	–	0.69%	36
2019 Q2	$3.74M	Sell	1,072 -213	-17%	-$742K	0.69%	34
2019 Q1	$3.56M	Hold	1,285	–	–	0.67%	34
2018 Q4	$3.34M	Sell	1,285 -630	-33%	-$1.64M	0.68%	33
2018 Q3	$4.41M	Hold	1,915	–	–	0.77%	30
2018 Q2	$5.69M	Sell	1,915 -332	-15%	-$986K	1.08%	26
2018 Q1	$6.29M	Buy	+2,247	New	+$6.29M	1.35%	16