Caliber Wealth Management (Utah)’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.83M | Buy |
118,051
+8,455
| +8% | +$131K | 0.97% | 44 |
|
|
2023
Q4 | $2.08M | Sell |
109,596
-1,148
| -1% | -$21.8K | 1.22% | 38 |
|
|
2023
Q3 | $2.03M | Buy |
110,744
+13,837
| +14% | +$253K | 1.36% | 35 |
|
|
2023
Q2 | $2.14M | Buy |
+96,907
| New | +$2.14M | 1.43% | 30 |
|
|
2021
Q4 | – | Sell |
-1,760
| Closed | -$208K | – | 67 |
|
|
2021
Q3 | $208K | Buy |
+1,760
| New | +$208K | 0.15% | 70 |
|