Cape Investment Advisory’s Ashland ASH Stock Holding History

Cape Investment Advisory’s Portfolio ASH Stock Details ASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.27K	Hold
2025 Q1	$3.85K	Hold
2024 Q4	$4.64K	Hold
2024 Q3	$5.65K	Hold
2024 Q2	$6.14K	Hold
2024 Q1	$6.33K	Hold
2023 Q4	$5.48K	Hold
2023 Q3	$5.31K	Hold
2023 Q2	$5.65K	Hold
2023 Q1	$6.68K	Buy