Atria Investments’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
5,008
+1,243
| +33% | +$62.5K | ﹤0.01% | 1796 |
|
|
2025
Q1 | $223K | Buy |
+3,765
| New | +$223K | ﹤0.01% | 1770 |
|
|
2024
Q4 | – | Sell |
-3,389
| Closed | -$295K | – | 1855 |
|
|
2024
Q3 | $295K | Buy |
3,389
+95
| +3% | +$8.26K | ﹤0.01% | 1629 |
|
|
2024
Q2 | $311K | Buy |
+3,294
| New | +$311K | ﹤0.01% | 1570 |
|
|
2020
Q1 | – | Sell |
-3,737
| Closed | -$286K | – | 604 |
|
|
2019
Q4 | $286K | Buy |
3,737
+933
| +33% | +$71.4K | 0.01% | 996 |
|
|
2019
Q3 | $216K | Buy |
+2,804
| New | +$216K | 0.01% | 821 |
|