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