MYIA
Mount Yale Investment Advisors’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9M | Sell |
238,262
-2,427
| -1% | -$396K | 3.03% | 3 |
|
|
2025
Q1 | $37.7M | Sell |
240,689
-63
| -0% | -$9.87K | 3.23% | 4 |
|
|
2024
Q4 | $37.3M | Buy |
+240,752
| New | +$37.3M | 3.01% | 5 |
|
|
2024
Q3 | – | Sell |
-216,434
| Closed | -$31.9M | – | 577 |
|
|
2024
Q2 | $31.9M | Buy |
216,434
+11,969
| +6% | +$1.76M | 2.53% | 5 |
|
|
2024
Q1 | $29.8M | Buy |
+204,465
| New | +$29.8M | 2.28% | 5 |
|