Krilogy Financial’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,341
| Closed | -$209K | – | 252 |
|
|
2025
Q1 | $209K | Buy |
14,341
+540
| +4% | +$7.87K | 0.01% | 222 |
|
|
2024
Q4 | $280K | Buy |
+13,801
| New | +$280K | 0.02% | 212 |
|
|
2024
Q1 | – | Sell |
-11,250
| Closed | -$214K | – | 219 |
|
|
2023
Q4 | $214K | Hold |
11,250
| – | – | 0.02% | 198 |
|
|
2023
Q3 | $206K | Hold |
11,250
| – | – | 0.02% | 203 |
|
|
2023
Q2 | $248K | Sell |
11,250
-270
| -2% | -$5.95K | 0.02% | 201 |
|
|
2023
Q1 | $243K | Sell |
11,520
-7,000
| -38% | -$148K | 0.02% | 360 |
|
|
2022
Q4 | $255K | Buy |
+18,520
| New | +$255K | 0.02% | 342 |
|