Werba Rubin Papier Wealth Management’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,300
| Closed | -$200K | – | 199 |
|
|
2024
Q3 | $200K | Hold |
2,300
| – | – | 0.05% | 181 |
|
|
2024
Q2 | $217K | Hold |
2,300
| – | – | 0.06% | 151 |
|
|
2024
Q1 | $224K | Buy |
+2,300
| New | +$224K | 0.06% | 127 |
|
|
2023
Q2 | – | Sell |
-2,300
| Closed | -$236K | – | 126 |
|
|
2023
Q1 | $236K | Hold |
2,300
| – | – | 0.09% | 87 |
|
|
2022
Q4 | $247K | Buy |
+2,300
| New | +$247K | 0.1% | 84 |
|