AE Wealth Management’s Associated Banc-Corp ASB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-40,944
| Closed | -$736K | – | 1897 |
|
|
2023
Q1 | $736K | Buy |
40,944
+6,951
| +20% | +$125K | ﹤0.01% | 1168 |
|
|
2022
Q4 | $785K | Sell |
33,993
-4,178
| -11% | -$96.5K | 0.01% | 1092 |
|
|
2022
Q3 | $766K | Buy |
38,171
+25,289
| +196% | +$507K | 0.01% | 1051 |
|
|
2022
Q2 | $235K | Buy |
12,882
+1,230
| +11% | +$22.4K | ﹤0.01% | 1530 |
|
|
2022
Q1 | $265K | Buy |
11,652
+1,530
| +15% | +$34.8K | ﹤0.01% | 1473 |
|
|
2021
Q4 | $229K | Buy |
+10,122
| New | +$229K | ﹤0.01% | 1554 |
|
|
2021
Q3 | – | Sell |
-11,237
| Closed | -$230K | – | 1600 |
|
|
2021
Q2 | $230K | Buy |
+11,237
| New | +$230K | ﹤0.01% | 1444 |
|