EverSource Wealth Advisors’s ASE Group ASX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
22,694
+5,220
| +30% | +$53.9K | 0.01% | 797 |
|
|
2025
Q1 | $153K | Sell |
17,474
-886
| -5% | -$7.76K | 0.01% | 760 |
|
|
2024
Q4 | $185K | Sell |
18,360
-166
| -0.9% | -$1.67K | 0.01% | 685 |
|
|
2024
Q3 | $181K | Buy |
18,526
+1,231
| +7% | +$12K | 0.01% | 592 |
|
|
2024
Q2 | $173K | Buy |
17,295
+2,083
| +14% | +$20.9K | 0.01% | 608 |
|
|
2024
Q1 | $153K | Buy |
15,212
+3,629
| +31% | +$36.4K | 0.01% | 573 |
|
|
2023
Q4 | $109K | Buy |
11,583
+3,103
| +37% | +$29.2K | 0.01% | 608 |
|
|
2023
Q3 | $63.8K | Sell |
8,480
-824
| -9% | -$6.2K | 0.01% | 732 |
|
|
2023
Q2 | $72.5K | Sell |
9,304
-11,588
| -55% | -$90.3K | 0.01% | 697 |
|
|
2023
Q1 | $167K | Sell |
20,892
-1,375
| -6% | -$11K | 0.02% | 406 |
|
|
2022
Q4 | $140K | Buy |
22,267
+8,410
| +61% | +$52.7K | 0.02% | 423 |
|
|
2022
Q3 | $69K | Sell |
13,857
-2,474
| -15% | -$12.3K | 0.02% | 543 |
|
|
2022
Q2 | $84K | Buy |
16,331
+11,339
| +227% | +$58.3K | 0.02% | 425 |
|
|
2022
Q1 | $35K | Buy |
4,992
+3,742
| +299% | +$26.2K | 0.01% | 532 |
|
|
2021
Q4 | $10K | Buy |
+1,250
| New | +$10K | ﹤0.01% | 951 |
|