Mount Yale Investment Advisors’s SBA Communications SBAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.39M Sell
14,424
-382
-3% -$89.7K 0.26% 75
2025
Q1
$3.26M Buy
14,806
+5,702
+63% +$1.25M 0.28% 76
2024
Q4
$1.86M Sell
9,104
-10,445
-53% -$2.13M 0.15% 126
2024
Q3
$4.71M Sell
19,549
-2,770
-12% -$667K 0.45% 51
2024
Q2
$4.38M Sell
22,319
-2,746
-11% -$539K 0.35% 60
2024
Q1
$5.43M Buy
+25,065
New +$5.43M 0.42% 46
2018
Q3
Sell
-332
Closed -$55K 989
2018
Q2
$55K Sell
332
-12
-3% -$1.99K 0.01% 604
2018
Q1
$59K Buy
+344
New +$59K 0.01% 587