Dynasty Wealth Management’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
4,869
+740
| +18% | +$37.2K | ﹤0.01% | 222 |
|
|
2025
Q1 | $245K | Buy |
+4,129
| New | +$245K | ﹤0.01% | 240 |
|
|
2024
Q4 | – | Sell |
-6,229
| Closed | -$542K | – | 250 |
|
|
2024
Q3 | $542K | Buy |
6,229
+325
| +6% | +$28.3K | 0.02% | 176 |
|
|
2024
Q2 | $558K | Buy |
5,904
+61
| +1% | +$5.76K | 0.02% | 182 |
|
|
2024
Q1 | $569K | Buy |
+5,843
| New | +$569K | 0.02% | 178 |
|