SFA
Source Financial Advisors’s Asana ASAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1M | Hold |
86,539
| – | – | 0.3% | 44 |
|
|
2024
Q2 | $1.21M | Hold |
86,539
| – | – | 0.37% | 36 |
|
|
2024
Q1 | $1.34M | Hold |
86,539
| – | – | 0.41% | 35 |
|
|
2023
Q4 | $1.65M | Hold |
86,539
| – | – | 0.51% | 35 |
|
|
2023
Q3 | $1.58M | Hold |
86,539
| – | – | 0.53% | 37 |
|
|
2023
Q2 | $1.91M | Hold |
86,539
| – | – | 0.63% | 33 |
|
|
2023
Q1 | $1.83M | Hold |
86,539
| – | – | 0.61% | 32 |
|
|
2022
Q4 | $1.19M | Hold |
86,539
| – | – | 0.45% | 41 |
|
|
2022
Q3 | $1.92M | Hold |
86,539
| – | – | 0.76% | 34 |
|
|
2022
Q2 | $1.52M | Hold |
86,539
| – | – | 0.6% | 39 |
|
|
2022
Q1 | $3.46M | Hold |
86,539
| – | – | 1.02% | 23 |
|
|
2021
Q4 | $6.45M | Sell |
86,539
-43,014
| -33% | -$3.21M | 1.74% | 14 |
|
|
2021
Q3 | $13.5M | Buy |
129,553
+56,509
| +77% | +$5.87M | 3.49% | 5 |
|
|
2021
Q2 | $4.53M | Sell |
73,044
-29,305
| -29% | -$1.82M | 1.17% | 22 |
|
|
2021
Q1 | $2.93M | Buy |
102,349
+26,505
| +35% | +$757K | 0.78% | 27 |
|
|
2020
Q4 | $2.24M | Buy |
+75,844
| New | +$2.24M | 0.61% | 28 |
|