Creative Planning’s Ardmore Shipping ASC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,235
| Closed | -$100K | – | 3600 |
|
|
2025
Q1 | $100K | Sell |
10,235
-3,261
| -24% | -$31.9K | ﹤0.01% | 3238 |
|
|
2024
Q4 | $164K | Buy |
+13,496
| New | +$164K | ﹤0.01% | 3026 |
|
|
2020
Q4 | – | Sell |
-13,515
| Closed | -$48K | – | 2108 |
|
|
2020
Q3 | $48K | Buy |
+13,515
| New | +$48K | ﹤0.01% | 1853 |
|
|
2017
Q3 | – | Sell |
-680
| Closed | -$6K | – | 1962 |
|
|
2017
Q2 | $6K | Hold |
680
| – | – | ﹤0.01% | 3831 |
|
|
2017
Q1 | $5K | Buy |
+680
| New | +$5K | ﹤0.01% | 3880 |
|