Mosaic Family Wealth’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-450
| Closed | -$32K | – | 668 |
|
|
2017
Q4 | $32K | Hold |
450
| – | – | 0.01% | 383 |
|
|
2017
Q3 | $30K | Hold |
450
| – | – | 0.01% | 403 |
|
|
2017
Q2 | $30K | Sell |
450
-470
| -51% | -$31.3K | 0.01% | 374 |
|
|
2017
Q1 | $56K | Hold |
920
| – | – | 0.02% | 300 |
|
|
2016
Q4 | $49K | Hold |
920
| – | – | 0.02% | 324 |
|
|
2016
Q3 | $52K | Hold |
920
| – | – | 0.02% | 322 |
|
|
2016
Q2 | $51K | Hold |
920
| – | – | 0.02% | 326 |
|
|
2016
Q1 | $49K | Hold |
920
| – | – | 0.02% | 330 |
|
|
2015
Q4 | $46K | Buy |
+920
| New | +$46K | 0.02% | 337 |
|