SIA
Schear Investment Advisers’s Ashland ASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,800
| Closed | -$405K | – | 80 |
|
|
2023
Q4 | $405K | Sell |
4,800
-922
| -16% | -$77.7K | 0.39% | 59 |
|
|
2023
Q3 | $467K | Sell |
5,722
-990
| -15% | -$80.9K | 0.5% | 55 |
|
|
2023
Q2 | $583K | Sell |
6,712
-54
| -0.8% | -$4.69K | 0.62% | 54 |
|
|
2023
Q1 | $695K | Buy |
6,766
+1,541
| +29% | +$158K | 0.83% | 43 |
|
|
2022
Q4 | $562K | Buy |
+5,225
| New | +$562K | 0.69% | 53 |
|