Retirement Planning Company of New England’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
18,488
+1,976
| +12% | +$26.7K | 0.11% | 201 |
|
|
2025
Q1 | $241K | Buy |
16,512
+1,855
| +13% | +$27K | 0.12% | 199 |
|
|
2024
Q4 | $297K | Sell |
14,657
-925
| -6% | -$18.8K | 0.14% | 174 |
|
|
2024
Q3 | $181K | Buy |
15,582
+3,091
| +25% | +$35.8K | 0.09% | 223 |
|
|
2024
Q2 | $175K | Buy |
12,491
+1,906
| +18% | +$26.7K | 0.1% | 206 |
|
|
2024
Q1 | $164K | Buy |
+10,585
| New | +$164K | 0.09% | 213 |
|
|
2022
Q1 | – | Sell |
-820
| Closed | -$61K | – | 263 |
|
|
2021
Q4 | $61K | Buy |
+820
| New | +$61K | 0.03% | 378 |
|