BHWM
Beaird Harris Wealth Management’s AdvanSix ASIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-480
| Closed | -$11K | – | 532 |
|
|
2024
Q2 | $11K | Hold |
480
| – | – | ﹤0.01% | 364 |
|
|
2024
Q1 | $13.7K | Hold |
480
| – | – | ﹤0.01% | 307 |
|
|
2023
Q4 | $14.4K | Hold |
480
| – | – | ﹤0.01% | 296 |
|
|
2023
Q3 | $14.9K | Hold |
480
| – | – | ﹤0.01% | 249 |
|
|
2023
Q2 | $16.8K | Hold |
480
| – | – | ﹤0.01% | 239 |
|
|
2023
Q1 | $18.4K | Hold |
480
| – | – | ﹤0.01% | 231 |
|
|
2022
Q4 | $18.3K | Hold |
480
| – | – | ﹤0.01% | 266 |
|
|
2022
Q3 | $15K | Buy |
+480
| New | +$15K | ﹤0.01% | 250 |
|
|
2022
Q2 | – | Sell |
-480
| Closed | -$25K | – | 415 |
|
|
2022
Q1 | $25K | Hold |
480
| – | – | 0.01% | 237 |
|
|
2021
Q4 | $23K | Buy |
+480
| New | +$23K | 0.01% | 311 |
|