Caldwell Trust’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.2K | Buy |
1,238
+185
|
|
||||
|
2025
Q1 | $62.4K | Sell |
1,053
-110
|
|
||||
|
2024
Q4 | $83.1K | Buy |
1,163
+150
|
|
||||
|
2024
Q3 | $88.1K | Sell |
1,013
-292
|
|
||||
|
2024
Q2 | $123K | Buy |
1,305
+12
|
|
||||
|
2024
Q1 | $126K | Buy |
1,293
+326
|
|
||||
|
2023
Q4 | $81.5K | Buy |
967
+228
|
|
||||
|
2023
Q3 | $60.4K | Buy |
739
+700
|
|
||||
|
2023
Q2 | $3.39K | Buy |
+39
|
|