IFP Advisors’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98K | Sell |
369
-285
| -44% | -$3.85K | ﹤0.01% | 3393 |
|
|
2025
Q1 | $9.53K | Buy |
654
+500
| +325% | +$7.29K | ﹤0.01% | 2594 |
|
|
2024
Q4 | $3.12K | Sell |
154
-192
| -55% | -$3.89K | ﹤0.01% | 2954 |
|
|
2024
Q3 | $4.01K | Sell |
346
-500
| -59% | -$5.8K | ﹤0.01% | 2735 |
|
|
2024
Q2 | $11.8K | Sell |
846
-350
| -29% | -$4.9K | ﹤0.01% | 2285 |
|
|
2024
Q1 | $18.5K | Sell |
1,196
-236
| -16% | -$3.66K | ﹤0.01% | 1999 |
|
|
2023
Q4 | $27.2K | Buy |
1,432
+172
| +14% | +$3.27K | ﹤0.01% | 1796 |
|
|
2023
Q3 | $23.1K | Sell |
1,260
-2,203
| -64% | -$40.3K | ﹤0.01% | 1867 |
|
|
2023
Q2 | $76.3K | Buy |
+3,463
| New | +$76.3K | ﹤0.01% | 1438 |
|
|
2022
Q4 | – | Sell |
-26
| Closed | -$1K | – | 4599 |
|
|
2022
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 4494 |
|
|
2022
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 4273 |
|
|
2022
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 4273 |
|
|
2021
Q4 | – | Sell |
-429
| Closed | -$46K | – | 3329 |
|
|
2021
Q3 | $46K | Buy |
+429
| New | +$46K | ﹤0.01% | 1562 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3091 |
|