Avantax Advisory Services’s ASE Group ASX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Sell
173,850
-8,863
-5% -$91.6K 0.01% 856
2025
Q1
$1.6M Sell
182,713
-7,630
-4% -$66.8K 0.01% 858
2024
Q4
$1.92M Buy
190,343
+2,677
+1% +$27K 0.01% 731
2024
Q3
$1.83M Buy
187,666
+2,767
+1% +$27K 0.01% 747
2024
Q2
$2.11M Buy
+184,899
New +$2.11M 0.02% 642