PFG Private Wealth Management’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-409
| Closed | -$33.4K | – | 238 |
|
|
2023
Q3 | $33.4K | Sell |
409
-564
| -58% | -$46.1K | 0.02% | 126 |
|
|
2023
Q2 | $84.6K | Buy |
973
+4
| +0.4% | +$348 | 0.05% | 129 |
|
|
2023
Q1 | $99.5K | Buy |
969
+211
| +28% | +$21.7K | 0.06% | 94 |
|
|
2022
Q4 | $82K | Sell |
758
-218
| -22% | -$23.6K | 0.05% | 105 |
|
|
2022
Q3 | $93K | Sell |
976
-177
| -15% | -$16.9K | 0.06% | 79 |
|
|
2022
Q2 | $119K | Hold |
1,153
| – | – | 0.07% | 84 |
|
|
2022
Q1 | $113K | Buy |
+1,153
| New | +$113K | 0.06% | 98 |
|