JFS Wealth Advisors’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16
| Closed | -$1.14K | – | 1941 |
|
|
2024
Q4 | $1.14K | Sell |
16
-13
| -45% | -$930 | ﹤0.01% | 1649 |
|
|
2024
Q3 | $2.52K | Sell |
29
-6
| -17% | -$522 | ﹤0.01% | 1392 |
|
|
2024
Q2 | $3.31K | Hold |
35
| – | – | ﹤0.01% | 1232 |
|
|
2024
Q1 | $3.41K | Buy |
35
+17
| +94% | +$1.66K | ﹤0.01% | 1246 |
|
|
2023
Q4 | $1.52K | Sell |
18
-24
| -57% | -$2.02K | ﹤0.01% | 1532 |
|
|
2023
Q3 | $3.43K | Buy |
42
+8
| +24% | +$654 | ﹤0.01% | 1151 |
|
|
2023
Q2 | $2.96K | Buy |
34
+2
| +6% | +$174 | ﹤0.01% | 1236 |
|
|
2023
Q1 | $3.29K | Sell |
32
-8
| -20% | -$822 | ﹤0.01% | 1162 |
|
|
2022
Q4 | $4.3K | Hold |
40
| – | – | ﹤0.01% | 1059 |
|
|
2022
Q3 | $4K | Sell |
40
-16
| -29% | -$1.6K | ﹤0.01% | 1035 |
|
|
2022
Q2 | $6K | Buy |
56
+24
| +75% | +$2.57K | ﹤0.01% | 917 |
|
|
2022
Q1 | $3K | Buy |
32
+16
| +100% | +$1.5K | ﹤0.01% | 1206 |
|
|
2021
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1025 |
|