TWD
ASC icon

True Wealth Design’s Ardmore Shipping ASC Stock Holding History

True Wealth Design’s Portfolio ASC Stock Details ASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.1K Hold
364
– – ﹤0.01% 1324
2026
Q1 		$5.55K Hold
364
– – ﹤0.01% 1170
2025
Q4 		$3.85K Sell
364
-7
-2% -$83 ﹤0.01% 1198
2025
Q3 		$4.4K Buy
371
+172
+86% +$1.93K ﹤0.01% 1127
2025
Q2 		$1.91K Buy
+199
New +$1.92K ﹤0.01% 1200
2024
Q4 		– Sell
-16
Closed -$290 – 1366
2024
Q3 		$290 Buy
+16
New +$309 ﹤0.01% 1164

Other funds holding ASC

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return