Gradient Investments’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 |
-170
| Closed | -$1.6K | – | 1276 |
|
|
2023
Q4 | $1.6K | Hold |
170
| – | – | ﹤0.01% | 1294 |
|
|
2023
Q3 | $1.28K | Hold |
170
| – | – | ﹤0.01% | 1300 |
|
|
2023
Q2 | $1.32K | Buy |
+170
| New | +$1.32K | ﹤0.01% | 1277 |
|
|
2020
Q1 | – | Sell |
-328
| Closed | -$2K | – | 1092 |
|
|
2019
Q4 | $2K | Hold |
328
| – | – | ﹤0.01% | 921 |
|
|
2019
Q3 | $1K | Hold |
328
| – | – | ﹤0.01% | 969 |
|
|
2019
Q2 | $1K | Sell |
328
-125
| -28% | -$381 | ﹤0.01% | 923 |
|
|
2019
Q1 | $2K | Sell |
453
-48
| -10% | -$212 | ﹤0.01% | 734 |
|
|
2018
Q4 | $2K | Sell |
501
-502,482
| -100% | -$2.01M | ﹤0.01% | 807 |
|
|
2018
Q3 | $2.43M | Buy |
502,983
+47,836
| +11% | +$231K | 0.12% | 105 |
|
|
2018
Q2 | $2.09M | Buy |
455,147
+139,092
| +44% | +$640K | 0.11% | 119 |
|
|
2018
Q1 | $2.3M | Buy |
316,055
+60,753
| +24% | +$441K | 0.12% | 99 |
|
|
2017
Q4 | $1.65M | Buy |
255,302
+55,835
| +28% | +$362K | 0.1% | 114 |
|
|
2017
Q3 | $1.23M | Buy |
+199,467
| New | +$1.23M | 0.08% | 111 |
|