EWM
Endowment Wealth Management’s ASE Group ASX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,683
| Closed | -$130K | – | 130 |
|
|
2023
Q2 | $130K | Buy |
16,683
+1,976
| +13% | +$15.4K | 0.12% | 131 |
|
|
2023
Q1 | $117K | Buy |
14,707
+1,062
| +8% | +$8.46K | 0.12% | 124 |
|
|
2022
Q4 | $85.6K | Buy |
13,645
+29
| +0.2% | +$182 | 0.09% | 124 |
|
|
2022
Q3 | $68K | Buy |
13,616
+531
| +4% | +$2.65K | 0.08% | 112 |
|
|
2022
Q2 | $68K | Sell |
13,085
-72
| -0.5% | -$374 | 0.08% | 108 |
|
|
2022
Q1 | $93K | Buy |
13,157
+546
| +4% | +$3.86K | 0.1% | 117 |
|
|
2021
Q4 | $98K | Buy |
+12,611
| New | +$98K | 0.1% | 120 |
|