Integrated Wealth Concepts’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 | $151K | Buy |
+14,591
| New | +$151K | ﹤0.01% | 1800 |
|
|
2023
Q1 | – | Sell |
-12,508
| Closed | -$78K | – | 1348 |
|
|
2022
Q4 | $78K | Sell |
12,508
-518
| -4% | -$3.23K | ﹤0.01% | 1000 |
|
|
2022
Q3 | $65K | Buy |
13,026
+603
| +5% | +$3.01K | ﹤0.01% | 926 |
|
|
2022
Q2 | $64K | Buy |
12,423
+630
| +5% | +$3.25K | ﹤0.01% | 952 |
|
|
2022
Q1 | $84K | Buy |
+11,793
| New | +$84K | ﹤0.01% | 913 |
|