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Stiles Financial Services’s ASE Group ASX Stock Holding History

Stiles Financial Services’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,180
Closed -$173K – 172
2024
Q4 		$173K Hold
17,180
– – 0.06% 181
2024
Q3 		$168K Buy
17,180
+436
+3% +$4.43K 0.06% 185
2024
Q2 		$191K Hold
16,744
– – 0.07% 179
2024
Q1 		$184K Hold
16,744
– – 0.07% 171
2023
Q4 		$158K Hold
16,744
– – 0.07% 164
2023
Q3 		$126K Buy
16,744
+876
+6% +$6.81K 0.07% 169
2023
Q2 		$124K Sell
15,868
-2,644
-14% -$20.3K 0.06% 187
2023
Q1 		$148K Hold
18,512
– – 0.08% 175
2022
Q4 		$116K Hold
18,512
– – 0.07% 171
2022
Q3 		$92K Sell
18,512
-1,988
-10% -$11.2K 0.06% 164
2022
Q2 		$106K Hold
20,500
– – 0.06% 169
2022
Q1 		$145K Hold
20,500
– – 0.07% 184
2021
Q4 		$160K Buy
+20,500
New +$151K 0.08% 180

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Goldman Sachs
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return