IFP Advisors’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71K | Buy |
456
+52
| +13% | +$537 | ﹤0.01% | 3432 |
|
|
2025
Q1 | $3.54K | Buy |
404
+175
| +76% | +$1.53K | ﹤0.01% | 2963 |
|
|
2024
Q4 | $2.31K | Sell |
229
-71
| -24% | -$715 | ﹤0.01% | 3052 |
|
|
2024
Q3 | $2.93K | Buy |
300
+36
| +14% | +$351 | ﹤0.01% | 2823 |
|
|
2024
Q2 | $3.02K | Sell |
264
-1,965
| -88% | -$22.4K | ﹤0.01% | 2725 |
|
|
2024
Q1 | $24.5K | Hold |
2,229
| – | – | ﹤0.01% | 1880 |
|
|
2023
Q4 | $21K | Sell |
2,229
-249
| -10% | -$2.34K | ﹤0.01% | 1889 |
|
|
2023
Q3 | $18.6K | Buy |
2,478
+1,044
| +73% | +$7.85K | ﹤0.01% | 1977 |
|
|
2023
Q2 | $11.2K | Hold |
1,434
| – | – | ﹤0.01% | 2258 |
|
|
2023
Q1 | $7.19K | Sell |
1,434
-9,656
| -87% | -$48.4K | ﹤0.01% | 2427 |
|
|
2022
Q4 | $57K | Sell |
11,090
-3,117
| -22% | -$16K | ﹤0.01% | 2139 |
|
|
2022
Q3 | $86K | Sell |
14,207
-656
| -4% | -$3.97K | ﹤0.01% | 1965 |
|
|
2022
Q2 | $89K | Hold |
14,863
| – | – | ﹤0.01% | 1762 |
|
|
2022
Q1 | $89K | Buy |
14,863
+13,197
| +792% | +$79K | ﹤0.01% | 1762 |
|
|
2021
Q4 | $13K | Buy |
1,666
+144
| +9% | +$1.12K | ﹤0.01% | 2073 |
|
|
2021
Q3 | $12K | Buy |
1,522
+217
| +17% | +$1.71K | ﹤0.01% | 2134 |
|
|
2021
Q2 | $11K | Hold |
1,305
| – | – | ﹤0.01% | 2162 |
|
|
2021
Q1 | $10K | Hold |
1,305
| – | – | ﹤0.01% | 2118 |
|
|
2020
Q4 | $8K | Hold |
1,305
| – | – | ﹤0.01% | 2129 |
|
|
2020
Q3 | $5K | Buy |
1,305
+27
| +2% | +$103 | ﹤0.01% | 2142 |
|
|
2020
Q2 | $6K | Buy |
+1,278
| New | +$6K | ﹤0.01% | 1978 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2748 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2854 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3075 |
|
|
2018
Q3 | – | Sell |
-768
| Closed | -$4K | – | 3771 |
|
|
2018
Q2 | $4K | Sell |
768
-2,907
| -79% | -$15.1K | ﹤0.01% | 3284 |
|
|
2018
Q1 | $24K | Hold |
3,675
| – | – | ﹤0.01% | 2266 |
|
|
2017
Q4 | $24K | Sell |
3,675
-62
| -2% | -$405 | ﹤0.01% | 2262 |
|
|
2017
Q3 | $23K | Buy |
3,737
+1,442
| +63% | +$8.88K | ﹤0.01% | 2474 |
|
|
2017
Q2 | $14K | Buy |
2,295
+1,680
| +273% | +$10.2K | ﹤0.01% | 2757 |
|
|
2017
Q1 | $4K | Buy |
+615
| New | +$4K | ﹤0.01% | 3351 |
|
|
2016
Q4 | – | Sell |
-587
| Closed | -$3K | – | 3940 |
|
|
2016
Q3 | $3K | Buy |
+587
| New | +$3K | ﹤0.01% | 3406 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$1K | – | 2420 |
|
|
2015
Q4 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 3460 |
|