Mount Yale Investment Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-21	Closed	-$1.64K	–	1593
2025 Q2	$1.64K	Buy	+21	New	+$1.51K	﹤0.01%	1356
2021 Q2	–	Sell	-4,005	Closed	-$378K	–	454
2021 Q1	$378K	Sell	4,005 -1,519	-27%	-$126K	0.05%	287
2020 Q4	$331K	Buy	+5,524	New	+$269K	0.05%	287
2020 Q3	–	Sell	-6,587	Closed	-$249K	–	379
2020 Q2	$249K	Sell	6,587 -254	-4%	-$8.89K	0.04%	279
2020 Q1	$209K	Buy	6,841 +592	+9%	+$28.3K	0.05%	267
2019 Q4	$345K	Buy	6,249 +21	+0.3%	+$1.07K	0.06%	263
2019 Q3	$325K	Sell	6,228 -261	-4%	-$11.8K	0.06%	260
2019 Q2	$288K	Buy	+6,489	New	+$290K	0.05%	269
2018 Q4	–	Sell	-2,450	Closed	-$121K	–	781
2018 Q3	$121K	Buy	2,450 +18	+0.7%	+$1.04K	0.02%	383
2018 Q2	$138K	Sell	2,432 -1,093	-31%	-$65.5K	0.03%	371
2018 Q1	$205K	Buy	+3,525	New	+$209K	0.04%	287