United Capital Financial Advisors’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 | $180K | Buy |
17,394
+6,233
| +56% | +$64.4K | ﹤0.01% | 1057 |
|
|
2025
Q1 | $97.8K | Sell |
11,161
-1,137
| -9% | -$9.96K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $124K | Buy |
12,298
+1,338
| +12% | +$13.5K | ﹤0.01% | 1032 |
|
|
2024
Q3 | $107K | Buy |
10,960
+182
| +2% | +$1.78K | ﹤0.01% | 1033 |
|
|
2024
Q2 | $123K | Sell |
10,778
-884
| -8% | -$10.1K | ﹤0.01% | 991 |
|
|
2024
Q1 | $128K | Buy |
11,662
+147
| +1% | +$1.62K | ﹤0.01% | 1035 |
|
|
2023
Q4 | $108K | Buy |
+11,515
| New | +$108K | ﹤0.01% | 1028 |
|
|
2015
Q3 | – | Sell |
-393,018
| Closed | -$2.59M | – | 1242 |
|
|
2015
Q2 | $2.59M | Buy |
393,018
+82,269
| +26% | +$543K | 0.03% | 520 |
|
|
2015
Q1 | $2.22M | Buy |
310,749
+79,953
| +35% | +$570K | 0.03% | 529 |
|
|
2014
Q4 | $1.42M | Sell |
230,796
-40,995
| -15% | -$251K | 0.02% | 556 |
|
|
2014
Q3 | $1.61M | Buy |
271,791
+64,317
| +31% | +$380K | 0.03% | 497 |
|
|
2014
Q2 | $1.35M | Buy |
207,474
+164,035
| +378% | +$1.07M | 0.03% | 494 |
|
|
2014
Q1 | $241K | Buy |
+43,439
| New | +$241K | 0.01% | 834 |
|