OneDigital Investment Advisors’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-22
| Closed | -$2K | – | 558 |
|
|
2019
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 1106 |
|
|
2019
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1052 |
|
|
2018
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 1027 |
|
|
2018
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 982 |
|
|
2018
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 1251 |
|
|
2018
Q1 | $2K | Sell |
22
-415
| -95% | -$37.7K | ﹤0.01% | 1243 |
|
|
2017
Q4 | $31K | Hold |
437
| – | – | ﹤0.01% | 645 |
|
|
2017
Q3 | $29K | Hold |
437
| – | – | 0.01% | 517 |
|
|
2017
Q2 | $29K | Buy |
+437
| New | +$29K | 0.01% | 616 |
|