Mount Yale Investment Advisors’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$52.4K	Buy	+493	New	+$52.4K	﹤0.01%	809
2018 Q3	–	Sell	-12	Closed	-$1K	–	996
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	925
2018 Q1	$1K	Buy	+12	New	+$1K	﹤0.01%	919