Mount Yale Investment Advisors’s Silicon Motion SIMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
+3,504
| New | +$263K | 0.02% | 493 |
|
|
2021
Q2 | – | Sell |
-4,509
| Closed | -$268K | – | 447 |
|
|
2021
Q1 | $268K | Sell |
4,509
-1,896
| -30% | -$113K | 0.04% | 338 |
|
|
2020
Q4 | $308K | Sell |
6,405
-3,910
| -38% | -$188K | 0.04% | 293 |
|
|
2020
Q3 | $390K | Buy |
10,315
+4,977
| +93% | +$188K | 0.06% | 256 |
|
|
2020
Q2 | $260K | Buy |
+5,338
| New | +$260K | 0.05% | 275 |
|