Bartlett & Co Wealth Management’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 | $1.29K | Buy |
+125
| New | +$1.29K | ﹤0.01% | 1131 |
|
|
2020
Q2 | – | Sell |
-118
| Closed | -$441 | – | 848 |
|
|
2020
Q1 | $441 | Buy |
+118
| New | +$441 | ﹤0.01% | 822 |
|
|
2018
Q4 | – | Sell |
-15,293
| Closed | -$73.9K | – | 701 |
|
|
2018
Q3 | $73.9K | Hold |
15,293
| – | – | ﹤0.01% | 371 |
|
|
2018
Q2 | $70.3K | Buy |
15,293
+3,058
| +25% | +$14.1K | ﹤0.01% | 379 |
|
|
2018
Q1 | $88.8K | Buy |
+12,235
| New | +$88.8K | ﹤0.01% | 338 |
|