Glassman Wealth Services’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,375
| Closed | -$41.2K | – | 337 |
|
|
2023
Q4 | $41.2K | Sell |
4,375
-299
| -6% | -$2.81K | 0.01% | 489 |
|
|
2023
Q3 | $35.1K | Sell |
4,674
-335
| -7% | -$2.52K | 0.01% | 510 |
|
|
2023
Q2 | $39K | Buy |
5,009
+200
| +4% | +$1.56K | 0.01% | 464 |
|
|
2023
Q1 | $38.3K | Sell |
4,809
-583
| -11% | -$4.65K | 0.01% | 467 |
|
|
2022
Q4 | $33.8K | Buy |
5,392
+1,589
| +42% | +$9.96K | 0.01% | 525 |
|
|
2022
Q3 | $19K | Sell |
3,803
-151
| -4% | -$754 | ﹤0.01% | 622 |
|
|
2022
Q2 | $20K | Sell |
3,954
-292
| -7% | -$1.48K | ﹤0.01% | 614 |
|
|
2022
Q1 | $30K | Buy |
4,246
+1,359
| +47% | +$9.6K | 0.01% | 522 |
|
|
2021
Q4 | $23K | Buy |
2,887
+676
| +31% | +$5.39K | ﹤0.01% | 570 |
|
|
2021
Q3 | $17K | Buy |
2,211
+116
| +6% | +$892 | ﹤0.01% | 621 |
|
|
2021
Q2 | $17K | Hold |
2,095
| – | – | ﹤0.01% | 609 |
|
|
2021
Q1 | $16K | Hold |
2,095
| – | – | ﹤0.01% | 580 |
|
|
2020
Q4 | $12K | Buy |
2,095
+167
| +9% | +$957 | ﹤0.01% | 659 |
|
|
2020
Q3 | $8K | Buy |
1,928
+1,004
| +109% | +$4.17K | ﹤0.01% | 662 |
|
|
2020
Q2 | $4K | Buy |
+924
| New | +$4K | ﹤0.01% | 662 |
|