IFP Advisors’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.89K | Hold |
456
| – | – | ﹤0.01% | 3149 |
|
|
2025
Q4 | $7.34K | Hold |
456
| – | – | ﹤0.01% | 3228 |
|
|
2025
Q3 | $5.06K | Hold |
456
| – | – | ﹤0.01% | 3244 |
|
|
2025
Q2 | $4.71K | Buy |
456
+52
| +13% | +$485 | ﹤0.01% | 3432 |
|
|
2025
Q1 | $3.54K | Buy |
404
+175
| +76% | +$1.78K | ﹤0.01% | 2963 |
|
|
2024
Q4 | $2.31K | Sell |
229
-71
| -24% | -$707 | ﹤0.01% | 3052 |
|
|
2024
Q3 | $2.93K | Buy |
300
+36
| +14% | +$366 | ﹤0.01% | 2823 |
|
|
2024
Q2 | $3.02K | Sell |
264
-1,965
| -88% | -$21.3K | ﹤0.01% | 2725 |
|
|
2024
Q1 | $24.5K | Hold |
2,229
| – | – | ﹤0.01% | 1880 |
|
|
2023
Q4 | $21K | Sell |
2,229
-249
| -10% | -$2.06K | ﹤0.01% | 1889 |
|
|
2023
Q3 | $18.6K | Buy |
2,478
+1,044
| +73% | +$8.11K | ﹤0.01% | 1977 |
|
|
2023
Q2 | $11.2K | Hold |
1,434
| – | – | ﹤0.01% | 2258 |
|
|
2023
Q1 | $7.18K | Sell |
1,434
-9,656
| -87% | -$70.6K | ﹤0.01% | 2427 |
|
|
2022
Q4 | $57K | Sell |
11,090
-3,117
| -22% | -$18.3K | ﹤0.01% | 2139 |
|
|
2022
Q3 | $86K | Sell |
14,207
-656
| -4% | -$3.69K | ﹤0.01% | 1964 |
|
|
2022
Q2 | $89K | Hold |
14,863
| – | – | ﹤0.01% | 1761 |
|
|
2022
Q1 | $89K | Buy |
14,863
+13,197
| +792% | +$96.9K | ﹤0.01% | 1761 |
|
|
2021
Q4 | $13K | Buy |
1,666
+144
| +9% | +$1.06K | ﹤0.01% | 2112 |
|
|
2021
Q3 | $12K | Buy |
1,522
+217
| +17% | +$1.89K | ﹤0.01% | 2188 |
|
|
2021
Q2 | $11K | Hold |
1,305
| – | – | ﹤0.01% | 2170 |
|
|
2021
Q1 | $10K | Hold |
1,305
| – | – | ﹤0.01% | 2131 |
|
|
2020
Q4 | $8K | Hold |
1,305
| – | – | ﹤0.01% | 2136 |
|
|
2020
Q3 | $5K | Buy |
1,305
+27
| +2% | +$120 | ﹤0.01% | 2157 |
|
|
2020
Q2 | $6K | Buy |
+1,278
| New | +$5.45K | ﹤0.01% | 1991 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2806 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2869 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3102 |
|
|
2018
Q3 | – | Sell |
-768
| Closed | -$4K | – | 3814 |
|
|
2018
Q2 | $4K | Sell |
768
-2,907
| -79% | -$16K | ﹤0.01% | 3334 |
|
|
2018
Q1 | $24K | Hold |
3,675
| – | – | ﹤0.01% | 2266 |
|
|
2017
Q4 | $24K | Sell |
3,675
-62
| -2% | -$393 | ﹤0.01% | 2297 |
|
|
2017
Q3 | $23K | Buy |
3,737
+1,442
| +63% | +$9.04K | ﹤0.01% | 2501 |
|
|
2017
Q2 | $14K | Buy |
2,295
+1,680
| +273% | +$10.5K | ﹤0.01% | 2786 |
|
|
2017
Q1 | $4K | Buy |
+615
| New | +$3.66K | ﹤0.01% | 3386 |
|
|
2016
Q4 | – | Sell |
-587
| Closed | -$3K | – | 3968 |
|
|
2016
Q3 | $3K | Buy |
+587
| New | +$3.46K | ﹤0.01% | 3423 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$1K | – | 2419 |
|
|
2015
Q4 | $1K | Buy |
+200
| New | +$1.12K | ﹤0.01% | 3476 |
|
Other funds holding ASX
CCM