Concord Wealth Partners’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-325
| Closed | -$33K | – | 222 |
|
|
2022
Q2 | $33K | Hold |
325
| – | – | 0.01% | 437 |
|
|
2022
Q1 | $32K | Hold |
325
| – | – | 0.01% | 518 |
|
|
2021
Q4 | $35K | Buy |
+325
| New | +$35K | 0.01% | 517 |
|
|
2021
Q3 | – | Sell |
-359
| Closed | -$31K | – | 908 |
|
|
2021
Q2 | $31K | Buy |
359
+28
| +8% | +$2.42K | 0.01% | 418 |
|
|
2021
Q1 | $29K | Buy |
+331
| New | +$29K | 0.01% | 416 |
|