Spire 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
Q1 | – | Sell |
-25
| Closed | -$3K | – | 2478 |
|
|
2022
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 1944 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | -$2K | – | 2187 |
|
|
2022
Q2 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 2325 |
|
|
2022
Q1 | – | Sell |
-750
| Closed | -$81K | – | 2522 |
|
|
2021
Q4 | $81K | Buy |
+750
| New | +$81K | ﹤0.01% | 1498 |
|
|
2021
Q2 | – | Sell |
-907
| Closed | -$82K | – | 2590 |
|
|
2021
Q1 | $82K | Buy |
+907
| New | +$82K | ﹤0.01% | 1477 |
|