Mount Yale Investment Advisors’s Pricesmart PSMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.8K Buy
+607
New +$63.8K 0.01% 749
2018
Q4
Sell
-941
Closed -$65K 660
2018
Q3
$65K Sell
941
-173
-16% -$12K 0.01% 556
2018
Q2
$101K Sell
1,114
-396
-26% -$35.9K 0.02% 454
2018
Q1
$126K Buy
+1,510
New +$126K 0.03% 387