Patriot Financial Group Insurance Agency’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-27
| Closed | -$3K | – | 499 |
|
|
2022
Q2 | $3K | Sell |
27
-17
| -39% | -$1.89K | ﹤0.01% | 1602 |
|
|
2022
Q1 | $4K | Sell |
44
-1
| -2% | -$91 | ﹤0.01% | 1659 |
|
|
2021
Q4 | $5K | Sell |
45
-64
| -59% | -$7.11K | ﹤0.01% | 1686 |
|
|
2021
Q3 | $10K | Buy |
109
+18
| +20% | +$1.65K | ﹤0.01% | 1463 |
|
|
2021
Q2 | $8K | Hold |
91
| – | – | ﹤0.01% | 1500 |
|
|
2021
Q1 | $8K | Hold |
91
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q4 | $7K | Hold |
91
| – | – | ﹤0.01% | 1313 |
|
|
2020
Q3 | $6K | Hold |
91
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q2 | $6K | Buy |
91
+27
| +42% | +$1.78K | ﹤0.01% | 1112 |
|
|
2020
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 1181 |
|
|
2019
Q4 | $5K | Hold |
64
| – | – | ﹤0.01% | 964 |
|
|
2019
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 926 |
|
|
2019
Q2 | $5K | Hold |
64
| – | – | ﹤0.01% | 930 |
|
|
2019
Q1 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 833 |
|