Institute for Wealth Management’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Hold |
6,219
| – | – | 0.03% | 426 |
|
|
2025
Q1 | $369K | Buy |
+6,219
| New | +$369K | 0.05% | 361 |
|
|
2024
Q4 | – | Sell |
-2,487
| Closed | -$216K | – | 511 |
|
|
2024
Q3 | $216K | Hold |
2,487
| – | – | 0.03% | 510 |
|
|
2024
Q2 | $235K | Sell |
2,487
-66
| -3% | -$6.24K | 0.03% | 445 |
|
|
2024
Q1 | $249K | Buy |
+2,553
| New | +$249K | 0.03% | 427 |
|