Mount Yale Investment Advisors’s ePlus PLUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.3K Buy
+934
New +$67.3K 0.01% 737
2018
Q4
Sell
-746
Closed -$33K 654
2018
Q3
$33K Sell
746
-88
-11% -$3.89K 0.01% 687
2018
Q2
$39K Sell
834
-8
-1% -$374 0.01% 674
2018
Q1
$33K Buy
+842
New +$33K 0.01% 693