Perigon Wealth Management’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,691
| Closed | -$112K | – | 1028 |
|
|
2024
Q4 | $112K | Buy |
10,691
+675
| +7% | +$7.09K | ﹤0.01% | 1014 |
|
|
2024
Q3 | $97.8K | Sell |
10,016
-74
| -0.7% | -$722 | ﹤0.01% | 967 |
|
|
2024
Q2 | $115K | Buy |
+10,090
| New | +$115K | ﹤0.01% | 836 |
|
|
2023
Q4 | – | Sell |
-13,915
| Closed | -$105K | – | 831 |
|
|
2023
Q3 | $105K | Buy |
13,915
+652
| +5% | +$4.9K | ﹤0.01% | 757 |
|
|
2023
Q2 | $103K | Buy |
+13,263
| New | +$103K | ﹤0.01% | 753 |
|
|
2017
Q1 | – | Sell |
-1,260
| Closed | -$8K | – | 615 |
|
|
2016
Q4 | $8K | Hold |
1,260
| – | – | ﹤0.01% | 583 |
|
|
2016
Q3 | $7K | Buy |
+1,260
| New | +$7K | ﹤0.01% | 515 |
|