Global Retirement Partners’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4K | Buy |
+445
| New | +$22.4K | ﹤0.01% | 2235 |
|
|
2024
Q4 | $30.8K | Buy |
431
+45
| +12% | +$3.22K | ﹤0.01% | 1849 |
|
|
2024
Q3 | $33.6K | Buy |
386
+93
| +32% | +$8.09K | ﹤0.01% | 1748 |
|
|
2024
Q2 | $27.7K | Sell |
293
-36
| -11% | -$3.4K | ﹤0.01% | 1826 |
|
|
2024
Q1 | $32K | Sell |
329
-30
| -8% | -$2.92K | ﹤0.01% | 1607 |
|
|
2023
Q4 | $28.5K | Buy |
+359
| New | +$28.5K | ﹤0.01% | 1589 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$430 | – | 3198 |
|
|
2022
Q4 | $430 | Hold |
4
| – | – | ﹤0.01% | 2792 |
|
|
2022
Q3 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 2678 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2665 |
|
|
2021
Q4 | – | Sell |
-57
| Closed | -$5K | – | 342 |
|
|
2021
Q3 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 1593 |
|