Graves Light Lenhart Wealth’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,693
| Closed | -$60K | – | 668 |
|
|
2021
Q4 | $60K | Hold |
7,693
| – | – | 0.01% | 374 |
|
|
2021
Q3 | $60K | Sell |
7,693
-1,587
| -17% | -$12.4K | 0.01% | 349 |
|
|
2021
Q2 | $75K | Sell |
9,280
-470
| -5% | -$3.8K | 0.01% | 326 |
|
|
2021
Q1 | $75K | Sell |
9,750
-702
| -7% | -$5.4K | 0.01% | 321 |
|
|
2020
Q4 | $61K | Hold |
10,452
| – | – | 0.01% | 342 |
|
|
2020
Q3 | $43K | Buy |
+10,452
| New | +$43K | 0.01% | 167 |
|
|
2019
Q2 | – | Sell |
-10,246
| Closed | -$44.2K | – | 163 |
|
|
2019
Q1 | $44.2K | Hold |
10,246
| – | – | 0.01% | 158 |
|
|
2018
Q4 | $38K | Buy |
+10,246
| New | +$38K | 0.01% | 152 |
|