Strategic Wealth Investment Group’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,915
| Closed | -$111K | – | 128 |
|
|
2023
Q1 | $111K | Sell |
13,915
-70
| -0.5% | -$558 | 0.02% | 127 |
|
|
2022
Q4 | $99.4K | Buy |
13,985
+639
| +5% | +$4.54K | 0.02% | 116 |
|
|
2022
Q3 | $67K | Sell |
13,346
-4,314
| -24% | -$21.7K | 0.02% | 108 |
|
|
2022
Q2 | $91K | Sell |
17,660
-1,135
| -6% | -$5.85K | 0.02% | 129 |
|
|
2022
Q1 | $133K | Buy |
18,795
+316
| +2% | +$2.24K | 0.03% | 97 |
|
|
2021
Q4 | $144K | Sell |
18,479
-358
| -2% | -$2.79K | 0.04% | 85 |
|
|
2021
Q3 | $148K | Buy |
18,837
+2,256
| +14% | +$17.7K | 0.04% | 82 |
|
|
2021
Q2 | $133K | Buy |
16,581
+426
| +3% | +$3.42K | 0.05% | 83 |
|
|
2021
Q1 | $124K | Buy |
16,155
+464
| +3% | +$3.56K | 0.06% | 73 |
|
|
2020
Q4 | $92K | Sell |
15,691
-84
| -0.5% | -$493 | 0.05% | 78 |
|
|
2020
Q3 | $64K | Buy |
15,775
+2,588
| +20% | +$10.5K | 0.05% | 83 |
|
|
2020
Q2 | $60K | Buy |
+13,187
| New | +$60K | 0.06% | 75 |
|
|
2020
Q1 | – | Sell |
-17,295
| Closed | -$96K | – | 44 |
|
|
2019
Q4 | $96K | Buy |
+17,295
| New | +$96K | 0.1% | 54 |
|