Beverly Hills Private Wealth’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,424
| Closed | -$170K | – | 337 |
|
|
2024
Q3 | $170K | Sell |
17,424
-4,771
| -21% | -$46.6K | 0.03% | 327 |
|
|
2024
Q2 | $253K | Buy |
22,195
+1,130
| +5% | +$12.9K | 0.06% | 295 |
|
|
2024
Q1 | $232K | Sell |
21,065
-757
| -3% | -$8.32K | 0.05% | 313 |
|
|
2023
Q4 | $205K | Sell |
21,822
-615
| -3% | -$5.79K | 0.05% | 317 |
|
|
2023
Q3 | $169K | Sell |
22,437
-24,789
| -52% | -$186K | 0.05% | 283 |
|
|
2023
Q2 | $362K | Buy |
47,226
+23,051
| +95% | +$177K | 0.06% | 269 |
|
|
2023
Q1 | $193K | Buy |
+24,175
| New | +$193K | 0.06% | 266 |
|