Bell Investment 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 | $5.18K | Sell |
103
-32
| -24% | -$1.61K | ﹤0.01% | 961 |
|
2025
Q1 | $8.01K | Buy |
135
+115
| +575% | +$6.82K | ﹤0.01% | 695 |
|
2024
Q4 | $1.43K | Sell |
20
-69
| -78% | -$4.93K | ﹤0.01% | 1460 |
|
2024
Q3 | $7.74K | Hold |
89
| – | – | ﹤0.01% | 725 |
|
2024
Q2 | $8.41K | Buy |
89
+12
| +16% | +$1.13K | ﹤0.01% | 678 |
|
2024
Q1 | $7.5K | Sell |
77
-28
| -27% | -$2.73K | ﹤0.01% | 711 |
|
2023
Q4 | $8.85K | Buy |
105
+26
| +33% | +$2.19K | ﹤0.01% | 608 |
|
2023
Q3 | $6.45K | Sell |
79
-7
| -8% | -$572 | ﹤0.01% | 687 |
|
2023
Q2 | $7.48K | Buy |
86
+24
| +39% | +$2.09K | ﹤0.01% | 622 |
|
2023
Q1 | $6.37K | Buy |
62
+10
| +19% | +$1.03K | ﹤0.01% | 669 |
|
2022
Q4 | $5.59K | Buy |
52
+7
| +16% | +$753 | ﹤0.01% | 754 |
|
2022
Q3 | $4K | Sell |
45
-78
| -63% | -$6.93K | ﹤0.01% | 751 |
|
2022
Q2 | $13K | Buy |
+123
| New | +$13K | ﹤0.01% | 355 |
|
2021
Q4 | $3K | Sell |
31
-2
| -6% | -$194 | ﹤0.01% | 942 |
|
2021
Q3 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 877 |
|