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 |
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|
2025
Q2 | $73.1K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $590K | Buy |
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|
2024
Q1 | $388K | Buy |
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|
2023
Q4 | $152K | Sell |
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|
2023
Q3 | $527K | Sell |
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|
2023
Q2 | $963K | Buy |
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|
2023
Q1 | $398K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $182K | Sell |
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|
2021
Q2 | $475K | Sell |
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|
2021
Q1 | $779K | Buy |
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|
2020
Q4 | $447K | Sell |
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|
2020
Q3 | $380K | Buy |
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