Glassman Wealth Services’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19
| Closed | -$1.6K | – | 332 |
|
|
2023
Q4 | $1.6K | Buy |
+19
| New | +$1.6K | ﹤0.01% | 1408 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 1124 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1167 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1039 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1063 |
|
|
2017
Q3 | – | Sell |
-57
| Closed | -$4K | – | 546 |
|
|
2017
Q2 | $4K | Sell |
57
-160
| -74% | -$11.2K | ﹤0.01% | 365 |
|
|
2017
Q1 | $13K | Sell |
217
-88
| -29% | -$5.27K | 0.01% | 312 |
|
|
2016
Q4 | $16K | Hold |
305
| – | – | 0.01% | 292 |
|
|
2016
Q3 | $17K | Sell |
305
-173
| -36% | -$9.64K | 0.01% | 244 |
|
|
2016
Q2 | $27K | Hold |
478
| – | – | 0.02% | 186 |
|
|
2016
Q1 | $26K | Hold |
478
| – | – | 0.02% | 183 |
|
|
2015
Q4 | $24K | Hold |
478
| – | – | 0.02% | 199 |
|
|
2015
Q3 | $24K | Hold |
478
| – | – | 0.02% | 197 |
|
|
2015
Q2 | $29K | Hold |
478
| – | – | 0.02% | 188 |
|
|
2015
Q1 | $30K | Hold |
478
| – | – | 0.02% | 178 |
|
|
2014
Q4 | $28K | Buy |
+478
| New | +$28K | 0.02% | 201 |
|