Mount Yale Investment Advisors’s Western Alliance Bancorporation WAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64K | Buy |
+21
| New | +$1.64K | ﹤0.01% | 1355 |
|
|
2021
Q2 | – | Sell |
-4,005
| Closed | -$378K | – | 451 |
|
|
2021
Q1 | $378K | Sell |
4,005
-1,519
| -27% | -$143K | 0.05% | 286 |
|
|
2020
Q4 | $331K | Buy |
+5,524
| New | +$331K | 0.05% | 286 |
|
|
2020
Q3 | – | Sell |
-6,587
| Closed | -$249K | – | 377 |
|
|
2020
Q2 | $249K | Sell |
6,587
-254
| -4% | -$9.6K | 0.04% | 279 |
|
|
2020
Q1 | $209K | Buy |
6,841
+592
| +9% | +$18.1K | 0.05% | 267 |
|
|
2019
Q4 | $345K | Buy |
6,249
+21
| +0.3% | +$1.16K | 0.06% | 261 |
|
|
2019
Q3 | $325K | Sell |
6,228
-261
| -4% | -$13.6K | 0.06% | 260 |
|
|
2019
Q2 | $288K | Buy |
+6,489
| New | +$288K | 0.05% | 269 |
|
|
2018
Q4 | – | Sell |
-2,450
| Closed | -$121K | – | 780 |
|
|
2018
Q3 | $121K | Buy |
2,450
+18
| +0.7% | +$889 | 0.02% | 383 |
|
|
2018
Q2 | $138K | Sell |
2,432
-1,093
| -31% | -$62K | 0.03% | 371 |
|
|
2018
Q1 | $205K | Buy |
+3,525
| New | +$205K | 0.04% | 286 |
|