OWA
Outlook Wealth Advisors’s Ashland ASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,190
| Closed | -$437K | – | 257 |
|
|
2024
Q2 | $437K | Hold |
2,190
| – | – | 0.14% | 149 |
|
|
2024
Q1 | $213K | Buy |
+2,190
| New | +$213K | 0.07% | 249 |
|
|
2023
Q2 | – | Sell |
-2,190
| Closed | -$225K | – | 199 |
|
|
2023
Q1 | $225K | Hold |
2,190
| – | – | 0.1% | 170 |
|
|
2022
Q4 | $235K | Hold |
2,190
| – | – | 0.11% | 156 |
|
|
2022
Q3 | $208K | Hold |
2,190
| – | – | 0.09% | 174 |
|
|
2022
Q2 | $226K | Hold |
2,190
| – | – | 0.09% | 176 |
|
|
2022
Q1 | $216K | Hold |
2,190
| – | – | 0.07% | 191 |
|
|
2021
Q4 | $236K | Buy |
+2,190
| New | +$236K | 0.07% | 189 |
|