Mount Yale Investment Advisors’s ePlus PLUS Stock Holding History

Mount Yale Investment Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$67.3K	Buy
2018 Q4	–	Sell
2018 Q3	$33K	Sell
2018 Q2	$39K	Sell
2018 Q1	$33K	Buy