Patriot Financial Group Insurance Agency’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-977
| Closed | -$5K | – | 504 |
|
|
2022
Q2 | $5K | Hold |
977
| – | – | ﹤0.01% | 1455 |
|
|
2022
Q1 | $7K | Buy |
977
+85
| +10% | +$609 | ﹤0.01% | 1475 |
|
|
2021
Q4 | $7K | Buy |
892
+229
| +35% | +$1.8K | ﹤0.01% | 1591 |
|
|
2021
Q3 | $5K | Hold |
663
| – | – | ﹤0.01% | 1673 |
|
|
2021
Q2 | $5K | Hold |
663
| – | – | ﹤0.01% | 1627 |
|
|
2021
Q1 | $5K | Buy |
663
+131
| +25% | +$988 | ﹤0.01% | 1531 |
|
|
2020
Q4 | $3K | Hold |
532
| – | – | ﹤0.01% | 1537 |
|
|
2020
Q3 | $2K | Buy |
532
+230
| +76% | +$865 | ﹤0.01% | 1426 |
|
|
2020
Q2 | $1K | Buy |
302
+1
| +0.3% | +$3 | ﹤0.01% | 1473 |
|
|
2020
Q1 | $1K | Buy |
+301
| New | +$1K | ﹤0.01% | 1387 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1235 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 994 |
|