Pathstone Family Office’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $232K | Buy |
+2,843
| New | +$232K | ﹤0.01% | 1422 |
|
|
2019
Q3 | – | Sell |
-1,750
| Closed | -$140K | – | 613 |
|
|
2019
Q2 | $140K | Buy |
+1,750
| New | +$140K | 0.02% | 228 |
|
|
2019
Q1 | – | Sell |
-2,300
| Closed | -$163K | – | 884 |
|
|
2018
Q4 | $163K | Buy |
+2,300
| New | +$163K | 0.05% | 95 |
|