Stiles Financial Services’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$4.26K | 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% | +$6.59K | 0.07% | 169 |
|
2023
Q2 | $124K | Sell |
15,868
-2,644
| -14% | -$20.6K | 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% | -$9.88K | 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 | +$160K | 0.08% | 180 |
|