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Mount Yale Investment Advisors’s Sea Limited SE Stock Holding History

Mount Yale Investment Advisors’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.91M Buy
47,264
+45,326
+2,339% +$4.86M 0.09% 226
2025
Q4 		$247K Buy
1,938
+392
+25% +$58.1K 0.01% 639
2025
Q3 		$276K Sell
1,546
-33,244
-96% -$5.7M 0.02% 542
2025
Q2 		$5.56M Sell
34,790
-2,377
-6% -$344K 0.43% 39
2025
Q1 		$4.85M Buy
37,167
+8,490
+30% +$1.05M 0.42% 36
2024
Q4 		$3.04M Buy
28,677
+4,114
+17% +$432K 0.25% 84
2024
Q3 		$2.32M Buy
+24,563
New +$1.85M 0.22% 101
2022
Q2 		– Sell
-3,035
Closed -$364K – 488
2022
Q1 		$364K Sell
3,035
-788
-21% -$111K 0.04% 334
2021
Q4 		$855K Sell
3,823
-375
-9% -$112K 0.09% 228
2021
Q3 		$1.34M Buy
4,198
+2,194
+109% +$673K 0.15% 144
2021
Q2 		$550K Buy
+2,004
New +$509K 0.07% 259

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