Brandywine Oak Private Wealth’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,213
| Closed | -$227K | – | 243 |
|
|
2023
Q1 | $227K | Hold |
2,213
| – | – | 0.03% | 227 |
|
|
2022
Q4 | $238K | Hold |
2,213
| – | – | 0.03% | 223 |
|
|
2022
Q3 | $210K | Hold |
2,213
| – | – | 0.03% | 279 |
|
|
2022
Q2 | $228K | Hold |
2,213
| – | – | 0.03% | 287 |
|
|
2022
Q1 | $217K | Hold |
2,213
| – | – | 0.02% | 324 |
|
|
2021
Q4 | $238K | Buy |
+2,213
| New | +$238K | 0.03% | 314 |
|
|
2019
Q1 | – | Sell |
-167
| Closed | -$11K | – | 245 |
|
|
2018
Q4 | $11K | Buy |
+167
| New | +$11K | ﹤0.01% | 497 |
|