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Mount Yale Investment Advisors, LLC > DWX

DateNameTickerSharesChangeValueChangePrice
06/30/2023SPDR INDEX SHS FDSDWX61,099-2,7062,101,195,000-86,040,000$34,390.01
03/31/2023SPDR INDEX SHS FDSDWX63,80532,4392,187,235,0001,173,486,000$34,279.99
12/31/2022SPDR INDEX SHS FDSDWX31,366-22,2781,013,749,0001,012,204,000$32,320.00
09/30/2022SPDR INDEX SHS FDSDWX53,644-1,1481,545,000-335,000$28.80
06/30/2022SPDR INDEX SHS FDSDWX54,792-1,0331,880,000-285,000$34.31
03/31/2022SPDR INDEX SHS FDSDWX55,825-362,165,000-7,000$38.78
12/31/2021SPDR INDEX SHS FDSDWX55,861-9,1302,172,000-296,000$38.88
09/30/2021SPDR INDEX SHS FDSDWX64,991-17,5872,468,000-786,000$37.97
06/30/2021SPDR INDEX SHS FDSDWX82,578-4,6573,254,000-73,000$39.41
03/31/2021SPDR INDEX SHS FDSDWX87,235-6,2103,327,000-89,000$38.14
12/31/2020SPDR INDEX SHS FDSDWX93,445-15,7973,416,000-269,000$36.56
09/30/2020SPDR INDEX SHS FDSDWX109,242-6,3103,685,000-143,000$33.73
06/30/2020SPDR INDEX SHS FDSDWX115,552-5,9243,828,000107,000$33.13
03/31/2020SPDR INDEX SHS FDSDWX121,476-2,6113,721,000-1,240,000$30.63
12/31/2019SPDR INDEX SHS FDSDWX124,087-4024,961,000-20,000$39.98
09/30/2019SPDR INDEX SHS FDSDWX124,489-1,1074,981,000179,000$40.01
06/30/2019SPDR INDEX SHS FDSDWX125,596-1,8874,802,000-46,000$38.23
03/31/2019SPDR INDEX SHS FDSDWX127,4832,2294,848,000231,000$38.03
12/31/2018SPDR INDEX SHS FDSDWX125,254-2,0084,617,000-85,000$36.86
09/30/2018SPDR INDEX SHS FDSDWX127,2621,5594,702,000-114,000$36.95
06/30/2018SPDR INDEX SHS FDSDWX125,7032,4604,816,000-122,000$38.31
03/31/2018SPDR INDEX SHS FDSDWX123,243123,2434,938,0004,938,000$40.07
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