Taylor Wealth Management Partners’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-150
| Closed | -$11K | – | 53 |
|
2018
Q4 | $11K | Hold |
150
| – | – | 0.01% | 83 |
|
2018
Q3 | $13K | Hold |
150
| – | – | 0.01% | 93 |
|
2018
Q2 | $12K | Hold |
150
| – | – | 0.01% | 102 |
|
2018
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 102 |
|
2017
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 124 |
|
2017
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 134 |
|
2017
Q2 | $10K | Sell |
150
-157
| -51% | -$10.5K | ﹤0.01% | 134 |
|
2017
Q1 | $19K | Hold |
307
| – | – | 0.01% | 118 |
|
2016
Q4 | $16K | Sell |
307
-51
| -14% | -$2.66K | 0.01% | 122 |
|
2016
Q3 | $20K | Sell |
358
-51
| -12% | -$2.85K | 0.01% | 107 |
|
2016
Q2 | $23K | Hold |
409
| – | – | 0.01% | 101 |
|
2016
Q1 | $22K | Hold |
409
| – | – | 0.01% | 96 |
|
2015
Q4 | $21K | Hold |
409
| – | – | 0.01% | 95 |
|
2015
Q3 | $20K | Hold |
409
| – | – | 0.01% | 96 |
|
2015
Q2 | $24K | Hold |
409
| – | – | 0.01% | 118 |
|
2015
Q1 | $25K | Buy |
+409
| New | +$25K | 0.01% | 102 |
|