Mount Yale Investment Advisors’s Sea Limited SE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Sell |
34,790
-2,377
| -6% | -$380K | 0.43% | 39 |
|
|
2025
Q1 | $4.85M | Buy |
37,167
+8,490
| +30% | +$1.11M | 0.42% | 36 |
|
|
2024
Q4 | $3.04M | Buy |
28,677
+4,114
| +17% | +$436K | 0.25% | 84 |
|
|
2024
Q3 | $2.32M | Buy |
+24,563
| New | +$2.32M | 0.22% | 101 |
|
|
2022
Q2 | – | Sell |
-3,035
| Closed | -$364K | – | 487 |
|
|
2022
Q1 | $364K | Sell |
3,035
-788
| -21% | -$94.5K | 0.04% | 334 |
|
|
2021
Q4 | $855K | Sell |
3,823
-375
| -9% | -$83.9K | 0.09% | 226 |
|
|
2021
Q3 | $1.34M | Buy |
4,198
+2,194
| +109% | +$699K | 0.15% | 144 |
|
|
2021
Q2 | $550K | Buy |
+2,004
| New | +$550K | 0.07% | 258 |
|