Mount Yale Investment Advisors’s ASE Group ASX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,074	Closed	-$73.1K	–	736
2025 Q2	$73.1K	Buy	+7,074	New	+$66K	0.01%	713
2024 Q3	–	Sell	-51,704	Closed	-$590K	–	548
2024 Q2	$590K	Buy	51,704 +16,393	+46%	+$178K	0.05%	311
2024 Q1	$388K	Buy	35,311 +19,108	+118%	+$187K	0.03%	398
2023 Q4	$152K	Sell	16,203 -53,925	-77%	-$447K	0.01%	481
2023 Q3	$527K	Sell	70,128 -53,431	-43%	-$415K	0.06%	298
2023 Q2	$963K	Buy	123,559 +73,656	+148%	+$567K	0.1%	202
2023 Q1	$398K	Buy	+49,903	New	+$365K	0.04%	330
2021 Q4	–	Sell	-23,160	Closed	-$182K	–	464
2021 Q3	$182K	Sell	23,160 -35,832	-61%	-$311K	0.02%	450
2021 Q2	$475K	Sell	58,992 -42,162	-42%	-$339K	0.06%	272
2021 Q1	$779K	Buy	101,154 +24,646	+32%	+$184K	0.1%	210
2020 Q4	$447K	Sell	76,508 -16,711	-18%	-$83.4K	0.06%	258
2020 Q3	$380K	Buy	+93,219	New	+$416K	0.06%	261