Arkadios Wealth Advisors’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
9,849
-178
| -2% | -$8.95K | 0.01% | 832 |
|
|
2025
Q1 | $594K | Buy |
+10,027
| New | +$594K | 0.02% | 642 |
|
|
2021
Q3 | – | Sell |
-428
| Closed | -$37K | – | 1862 |
|
|
2021
Q2 | $37K | Buy |
428
+1
| +0.2% | +$86 | ﹤0.01% | 1028 |
|
|
2021
Q1 | $37K | Buy |
427
+195
| +84% | +$16.9K | 0.01% | 779 |
|
|
2020
Q4 | $18K | Buy |
232
+69
| +42% | +$5.35K | ﹤0.01% | 777 |
|
|
2020
Q3 | $12.4K | Sell |
163
-34
| -17% | -$2.6K | 0.01% | 703 |
|
|
2020
Q2 | $13.7K | Hold |
197
| – | – | 0.01% | 618 |
|
|
2020
Q1 | $9.86K | Buy |
197
+163
| +479% | +$8.16K | 0.01% | 639 |
|
|
2019
Q4 | $2.77K | Buy |
+34
| New | +$2.77K | ﹤0.01% | 782 |
|