Mount Yale Investment Advisors’s Ultrapar UGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-64,405	Closed	-$252K	–	594
2024 Q2	$252K	Sell	64,405 -51,370	-44%	-$201K	0.02%	479
2024 Q1	$662K	Buy	115,775 +7,638	+7%	+$43.7K	0.05%	297
2023 Q4	$586K	Buy	+108,137	New	+$586K	0.06%	290