Sterling Investment Advisors (Pennsylvania)’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$35K | – | 161 |
|
|
2022
Q2 | $35K | Hold |
2,000
| – | – | 0.01% | 260 |
|
|
2022
Q1 | $80K | Hold |
2,000
| – | – | 0.02% | 217 |
|
|
2021
Q4 | $149K | Buy |
2,000
+1,000
| +100% | +$74.5K | 0.04% | 166 |
|
|
2021
Q3 | $104K | Hold |
1,000
| – | – | 0.03% | 192 |
|
|
2021
Q2 | $62K | Hold |
1,000
| – | – | 0.02% | 235 |
|
|
2021
Q1 | $29K | Hold |
1,000
| – | – | 0.01% | 288 |
|
|
2020
Q4 | $30K | Buy |
+1,000
| New | +$30K | 0.01% | 269 |
|