JFS Wealth 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 | $17.3K | Buy |
1,678
+22
| +1% | +$227 | ﹤0.01% | 689 |
|
|
2025
Q1 | $14.5K | Buy |
1,656
+126
| +8% | +$1.1K | ﹤0.01% | 759 |
|
|
2024
Q4 | $15.4K | Buy |
1,530
+27
| +2% | +$272 | ﹤0.01% | 715 |
|
|
2024
Q3 | $14.7K | Buy |
1,503
+304
| +25% | +$2.97K | ﹤0.01% | 725 |
|
|
2024
Q2 | $13.7K | Hold |
1,199
| – | – | ﹤0.01% | 696 |
|
|
2024
Q1 | $13.2K | Buy |
1,199
+17
| +1% | +$187 | ﹤0.01% | 730 |
|
|
2023
Q4 | $11.1K | Buy |
1,182
+161
| +16% | +$1.52K | ﹤0.01% | 742 |
|
|
2023
Q3 | $7.68K | Sell |
1,021
-6
| -0.6% | -$45 | ﹤0.01% | 817 |
|
|
2023
Q2 | $8K | Buy |
1,027
+52
| +5% | +$405 | ﹤0.01% | 803 |
|
|
2023
Q1 | $7.77K | Buy |
975
+88
| +10% | +$701 | ﹤0.01% | 810 |
|
|
2022
Q4 | $5.56K | Buy |
887
+427
| +93% | +$2.68K | ﹤0.01% | 955 |
|
|
2022
Q3 | $2K | Buy |
460
+155
| +51% | +$674 | ﹤0.01% | 1274 |
|
|
2022
Q2 | $2K | Sell |
305
-547
| -64% | -$3.59K | ﹤0.01% | 1274 |
|
|
2022
Q1 | $6K | Buy |
852
+637
| +296% | +$4.49K | ﹤0.01% | 948 |
|
|
2021
Q4 | $2K | Buy |
+215
| New | +$2K | ﹤0.01% | 1026 |
|