Shelton 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 |
-2,788
| Closed | -$228K | – | 106 |
|
|
2023
Q3 | $228K | Hold |
2,788
| – | – | 0.18% | 60 |
|
|
2023
Q2 | $242K | Sell |
2,788
-70
| -2% | -$6.08K | 0.19% | 60 |
|
|
2023
Q1 | $294K | Buy |
2,858
+130
| +5% | +$13.4K | 0.24% | 48 |
|
|
2022
Q4 | $293K | Sell |
2,728
-168
| -6% | -$18.1K | 0.23% | 52 |
|
|
2022
Q3 | $275K | Hold |
2,896
| – | – | 0.24% | 49 |
|
|
2022
Q2 | $298K | Sell |
2,896
-228
| -7% | -$23.5K | 0.25% | 49 |
|
|
2022
Q1 | $307K | Sell |
3,124
-64
| -2% | -$6.29K | 0.24% | 53 |
|
|
2021
Q4 | $343K | Buy |
+3,188
| New | +$343K | 0.27% | 44 |
|