Kingsview Wealth Management’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,475
| Closed | -$271K | – | 1037 |
|
|
2024
Q1 | $271K | Sell |
17,475
-2,844
| -14% | -$44.1K | 0.01% | 855 |
|
|
2023
Q4 | $386K | Buy |
20,319
+828
| +4% | +$15.7K | 0.01% | 695 |
|
|
2023
Q3 | $357K | Sell |
19,491
-13,943
| -42% | -$255K | 0.01% | 706 |
|
|
2023
Q2 | $737K | Buy |
+33,434
| New | +$737K | 0.03% | 491 |
|
|
2023
Q1 | – | Sell |
-24,373
| Closed | -$336K | – | 888 |
|
|
2022
Q4 | $336K | Buy |
+24,373
| New | +$336K | 0.01% | 623 |
|
|
2022
Q3 | – | Sell |
-13,614
| Closed | -$239K | – | 816 |
|
|
2022
Q2 | $239K | Buy |
13,614
+577
| +4% | +$10.1K | 0.01% | 718 |
|
|
2022
Q1 | $521K | Sell |
13,037
-1,625
| -11% | -$65K | 0.02% | 559 |
|
|
2021
Q4 | $1.09M | Buy |
+14,662
| New | +$1.09M | 0.05% | 363 |
|