Mount Yale Investment Advisors’s Coupang CPNG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.05M	Buy	68,474 +2,498	+4%	+$74.8K	0.16%	127
2025 Q1	$1.45M	Sell	65,976 -1,307	-2%	-$28.7K	0.12%	149
2024 Q4	$1.48M	Sell	67,283 -14,040	-17%	-$309K	0.12%	152
2024 Q3	$2M	Buy	81,323 +8,542	+12%	+$210K	0.19%	119
2024 Q2	$1.52M	Buy	+72,781	New	+$1.52M	0.12%	163