Veritable’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,194
| Closed | -$236K | – | 892 |
|
|
2022
Q4 | $236K | Buy |
+2,194
| New | +$236K | ﹤0.01% | 744 |
|
|
2017
Q2 | – | Sell |
-4,225
| Closed | -$256K | – | 767 |
|
|
2017
Q1 | $256K | Buy |
4,225
+137
| +3% | +$8.3K | 0.01% | 642 |
|
|
2016
Q4 | $219K | Buy |
4,088
+204
| +5% | +$10.9K | 0.01% | 672 |
|
|
2016
Q3 | $220K | Buy |
+3,884
| New | +$220K | 0.01% | 659 |
|
|
2015
Q2 | – | Sell |
-5,327
| Closed | -$332K | – | 749 |
|
|
2015
Q1 | $332K | Sell |
5,327
-8
| -0.1% | -$499 | 0.01% | 718 |
|
|
2014
Q4 | $313K | Sell |
5,335
-492
| -8% | -$28.9K | 0.01% | 728 |
|
|
2014
Q3 | $297K | Sell |
5,827
-2,042
| -26% | -$104K | 0.01% | 771 |
|
|
2014
Q2 | $419K | Buy |
7,869
+390
| +5% | +$20.8K | 0.01% | 648 |
|
|
2014
Q1 | $364K | Hold |
7,479
| – | – | 0.01% | 663 |
|
|
2013
Q4 | $355K | Hold |
7,479
| – | – | 0.01% | 665 |
|
|
2013
Q3 | $338K | Sell |
7,479
-613
| -8% | -$27.7K | 0.01% | 678 |
|
|
2013
Q2 | $331K | Buy |
+8,092
| New | +$331K | 0.01% | 691 |
|