SVB Wealth’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,782
| Closed | -$68.2K | – | 567 |
|
|
2025
Q1 | $68.2K | Buy |
+7,782
| New | +$68.2K | ﹤0.01% | 474 |
|
|
2021
Q4 | – | Sell |
-10,537
| Closed | -$82K | – | 820 |
|
|
2021
Q3 | $82K | Buy |
+10,537
| New | +$82K | ﹤0.01% | 944 |
|
|
2020
Q1 | – | Sell |
-15,274
| Closed | -$85K | – | 595 |
|
|
2019
Q4 | $85K | Buy |
+15,274
| New | +$85K | ﹤0.01% | 600 |
|