Clearstead Advisors’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39K | Hold |
715
| – | – | ﹤0.01% | 1985 |
|
|
2025
Q1 | $6.26K | Hold |
715
| – | – | ﹤0.01% | 1703 |
|
|
2024
Q4 | $7.2K | Hold |
715
| – | – | ﹤0.01% | 1651 |
|
|
2024
Q3 | $6.98K | Hold |
715
| – | – | ﹤0.01% | 1655 |
|
|
2024
Q2 | $8.17K | Hold |
715
| – | – | ﹤0.01% | 1581 |
|
|
2024
Q1 | $7.37K | Sell |
715
-1,071
| -60% | -$11K | ﹤0.01% | 1111 |
|
|
2023
Q4 | $16.8K | Sell |
1,786
-356
| -17% | -$3.35K | ﹤0.01% | 971 |
|
|
2023
Q3 | $16.1K | Buy |
2,142
+1,071
| +100% | +$8.05K | ﹤0.01% | 1054 |
|
|
2023
Q2 | $8.34K | Hold |
1,071
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q1 | $8.54K | Hold |
1,071
| – | – | ﹤0.01% | 968 |
|
|
2022
Q4 | $6.72K | Hold |
1,071
| – | – | ﹤0.01% | 952 |
|
|
2022
Q3 | $5K | Hold |
1,071
| – | – | ﹤0.01% | 965 |
|
|
2022
Q2 | $6K | Hold |
1,071
| – | – | ﹤0.01% | 974 |
|
|
2022
Q1 | $8K | Hold |
1,071
| – | – | ﹤0.01% | 1008 |
|
|
2021
Q4 | $8K | Sell |
1,071
-2,606
| -71% | -$19.5K | ﹤0.01% | 939 |
|
|
2021
Q3 | $29K | Buy |
3,677
+2,086
| +131% | +$16.5K | ﹤0.01% | 707 |
|
|
2021
Q2 | $13K | Buy |
1,591
+520
| +49% | +$4.25K | ﹤0.01% | 763 |
|
|
2021
Q1 | $8K | Hold |
1,071
| – | – | ﹤0.01% | 810 |
|
|
2020
Q4 | $6K | Buy |
+1,071
| New | +$6K | ﹤0.01% | 777 |
|