Clearstead Advisors’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
11,132
+3,421
| +44% | +$172K | 0.01% | 581 |
|
|
2025
Q1 | $457K | Buy |
7,711
+3,736
| +94% | +$222K | 0.01% | 601 |
|
|
2024
Q4 | $284K | Buy |
3,975
+3,699
| +1,340% | +$264K | ﹤0.01% | 744 |
|
|
2024
Q3 | $24K | Buy |
276
+231
| +513% | +$20.1K | ﹤0.01% | 1374 |
|
|
2024
Q2 | $4.25K | Hold |
45
| – | – | ﹤0.01% | 1709 |
|
|
2024
Q1 | $4.41K | Hold |
45
| – | – | ﹤0.01% | 1194 |
|
|
2023
Q4 | $3.79K | Sell |
45
-45
| -50% | -$3.79K | ﹤0.01% | 1194 |
|
|
2023
Q3 | $7.35K | Buy |
90
+45
| +100% | +$3.68K | ﹤0.01% | 1155 |
|
|
2023
Q2 | $3.91K | Hold |
45
| – | – | ﹤0.01% | 1072 |
|
|
2023
Q1 | $4.62K | Sell |
45
-1,500
| -97% | -$154K | ﹤0.01% | 1031 |
|
|
2022
Q4 | $166K | Hold |
1,545
| – | – | 0.01% | 405 |
|
|
2022
Q3 | $147K | Hold |
1,545
| – | – | 0.01% | 402 |
|
|
2022
Q2 | $159K | Buy |
1,545
+1,500
| +3,333% | +$154K | 0.01% | 409 |
|
|
2022
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 1092 |
|
|
2021
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 984 |
|
|
2021
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 1039 |
|
|
2021
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 903 |
|
|
2021
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 878 |
|
|
2020
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 815 |
|
|
2020
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 778 |
|
|
2020
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 704 |
|
|
2020
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 714 |
|