Mount Yale Investment Advisors’s WW International WW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,771
Closed -$94K 793
2018
Q3
$94K Buy
1,771
+346
+24% +$18.4K 0.02% 461
2018
Q2
$144K Sell
1,425
-81
-5% -$8.19K 0.03% 361
2018
Q1
$96K Buy
+1,506
New +$96K 0.02% 470