MYIA
OAK

Mount Yale Investment Advisors’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Mount Yale Investment Advisors’s Portfolio OAK Stock Details OAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-173
Closed -$7K – 916
2018
Q3 		$7K Sell
173
-214
-55% -$8.66K ﹤0.01% 872
2018
Q2 		$16K Hold
387
– – ﹤0.01% 832
2018
Q1 		$15K Buy
+387
New +$15K ﹤0.01% 813