Berman Capital Advisors’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5K | Sell |
66
-1
| -1% | -$76 | ﹤0.01% | 1409 |
|
|
2021
Q2 | $5K | Buy |
67
+1
| +2% | +$75 | ﹤0.01% | 1331 |
|
|
2021
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q4 | $5K | Hold |
66
| – | – | ﹤0.01% | 1123 |
|
|
2020
Q3 | $4K | Buy |
66
+3
| +5% | +$182 | ﹤0.01% | 1079 |
|
|
2020
Q2 | $4K | Buy |
63
+49
| +350% | +$3.11K | ﹤0.01% | 1024 |
|
|
2020
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1458 |
|