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Waverly Advisors’s ASE Group ASX Stock Holding History

Waverly Advisors’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$189K Hold
18,299
– – ﹤0.01% 1131
2025
Q1 		$160K Sell
18,299
-194
-1% -$1.7K ﹤0.01% 1070
2024
Q4 		$186K Buy
+18,493
New +$186K ﹤0.01% 941