Mount Yale Investment Advisors’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.1K | Buy |
+7,074
| New | +$73.1K | 0.01% | 713 |
|
|
2024
Q3 | – | Sell |
-51,704
| Closed | -$590K | – | 535 |
|
|
2024
Q2 | $590K | Buy |
51,704
+16,393
| +46% | +$187K | 0.05% | 311 |
|
|
2024
Q1 | $388K | Buy |
35,311
+19,108
| +118% | +$210K | 0.03% | 398 |
|
|
2023
Q4 | $152K | Sell |
16,203
-53,925
| -77% | -$507K | 0.01% | 480 |
|
|
2023
Q3 | $527K | Sell |
70,128
-53,431
| -43% | -$402K | 0.06% | 297 |
|
|
2023
Q2 | $963K | Buy |
123,559
+73,656
| +148% | +$574K | 0.1% | 202 |
|
|
2023
Q1 | $398K | Buy |
+49,903
| New | +$398K | 0.04% | 330 |
|
|
2021
Q4 | – | Sell |
-23,160
| Closed | -$182K | – | 456 |
|
|
2021
Q3 | $182K | Sell |
23,160
-35,832
| -61% | -$282K | 0.02% | 448 |
|
|
2021
Q2 | $475K | Sell |
58,992
-42,162
| -42% | -$339K | 0.06% | 271 |
|
|
2021
Q1 | $779K | Buy |
101,154
+24,646
| +32% | +$190K | 0.1% | 209 |
|
|
2020
Q4 | $447K | Sell |
76,508
-16,711
| -18% | -$97.6K | 0.06% | 257 |
|
|
2020
Q3 | $380K | Buy |
+93,219
| New | +$380K | 0.05% | 259 |
|