MYIA
XYZ

Mount Yale Investment Advisors’s Block, Inc. XYZ Stock Holding History

Mount Yale Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$58.3K Buy
+858
New +$58.3K ﹤0.01% 777
2018
Q4 		– Sell
-1,432
Closed -$118K – 805
2018
Q3 		$118K Buy
1,432
+432
+43% +$35.6K 0.02% 390
2018
Q2 		$62K Buy
+1,000
New +$62K 0.01% 591