Cladis Investment Advisory’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 |
-2,000
| Closed | -$205K | – | 137 |
|
|
2023
Q1 | $205K | Hold |
2,000
| – | – | 0.18% | 127 |
|
|
2022
Q4 | $215K | Buy |
+2,000
| New | +$215K | 0.21% | 116 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$206K | – | 126 |
|
|
2022
Q2 | $206K | Buy |
+2,000
| New | +$206K | 0.21% | 119 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$215K | – | 150 |
|
|
2021
Q4 | $215K | Buy |
+2,000
| New | +$215K | 0.17% | 138 |
|