HHM Wealth Advisors’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40
| Closed | -$733 | – | 743 |
|
|
2023
Q3 | $733 | Hold |
40
| – | – | ﹤0.01% | 744 |
|
|
2023
Q2 | $882 | Hold |
40
| – | – | ﹤0.01% | 753 |
|
|
2023
Q1 | $846 | Hold |
40
| – | – | ﹤0.01% | 777 |
|
|
2022
Q4 | $551 | Sell |
40
-1,300
| -97% | -$17.9K | ﹤0.01% | 663 |
|
|
2022
Q3 | $30K | Hold |
1,340
| – | – | 0.01% | 298 |
|
|
2022
Q2 | $24K | Hold |
1,340
| – | – | 0.01% | 397 |
|
|
2022
Q1 | $54K | Hold |
1,340
| – | – | 0.01% | 294 |
|
|
2021
Q4 | $100K | Buy |
1,340
+1,320
| +6,600% | +$98.5K | 0.02% | 217 |
|
|
2021
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 586 |
|