Wealthspire Advisors (Maryland)’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-120
| Closed | -$9K | – | 571 |
|
|
2019
Q1 | $9K | Buy |
120
+8
| +7% | +$600 | ﹤0.01% | 1564 |
|
|
2018
Q4 | $8K | Buy |
112
+15
| +15% | +$1.07K | ﹤0.01% | 1531 |
|
|
2018
Q3 | $8K | Hold |
97
| – | – | ﹤0.01% | 1590 |
|
|
2018
Q2 | $8K | Hold |
97
| – | – | ﹤0.01% | 1606 |
|
|
2018
Q1 | $7K | Sell |
97
-16
| -14% | -$1.16K | ﹤0.01% | 1668 |
|
|
2017
Q4 | $8K | Buy |
113
+75
| +197% | +$5.31K | ﹤0.01% | 1658 |
|
|
2017
Q3 | $2K | Sell |
38
-155
| -80% | -$8.16K | ﹤0.01% | 1955 |
|
|
2017
Q2 | $13K | Sell |
193
-173
| -47% | -$11.7K | ﹤0.01% | 1421 |
|
|
2017
Q1 | $22K | Buy |
366
+12
| +3% | +$721 | ﹤0.01% | 1043 |
|
|
2016
Q4 | $19K | Sell |
354
-153
| -30% | -$8.21K | ﹤0.01% | 1031 |
|
|
2016
Q3 | $29K | Sell |
507
-84
| -14% | -$4.81K | ﹤0.01% | 944 |
|
|
2016
Q2 | $33K | Hold |
591
| – | – | 0.01% | 828 |
|
|
2016
Q1 | $32K | Hold |
591
| – | – | 0.01% | 809 |
|
|
2015
Q4 | $30K | Buy |
+591
| New | +$30K | 0.01% | 836 |
|