Cape Investment Advisory’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27K | Hold |
65
| – | – | ﹤0.01% | 842 |
|
|
2025
Q1 | $3.85K | Hold |
65
| – | – | ﹤0.01% | 809 |
|
|
2024
Q4 | $4.65K | Hold |
65
| – | – | ﹤0.01% | 758 |
|
|
2024
Q3 | $5.65K | Hold |
65
| – | – | ﹤0.01% | 679 |
|
|
2024
Q2 | $6.14K | Hold |
65
| – | – | ﹤0.01% | 617 |
|
|
2024
Q1 | $6.33K | Hold |
65
| – | – | ﹤0.01% | 613 |
|
|
2023
Q4 | $5.48K | Hold |
65
| – | – | ﹤0.01% | 765 |
|
|
2023
Q3 | $5.31K | Hold |
65
| – | – | ﹤0.01% | 660 |
|
|
2023
Q2 | $5.65K | Hold |
65
| – | – | ﹤0.01% | 634 |
|
|
2023
Q1 | $6.68K | Buy |
+65
| New | +$6.68K | ﹤0.01% | 616 |
|