WFG Advisors’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $37K | Sell |
555
-579
| -51% | -$38.6K | 0.01% | 775 |
|
|
2017
Q1 | $69K | Hold |
1,134
| – | – | 0.02% | 583 |
|
|
2016
Q4 | $61K | Buy |
1,134
+631
| +125% | +$33.9K | 0.01% | 672 |
|
|
2016
Q3 | $29K | Sell |
503
-631
| -56% | -$36.4K | 0.01% | 845 |
|
|
2016
Q2 | $64K | Buy |
1,134
+631
| +125% | +$35.6K | 0.02% | 623 |
|
|
2016
Q1 | $27K | Hold |
503
| – | – | 0.01% | 817 |
|
|
2015
Q4 | $25K | Hold |
503
| – | – | 0.01% | 833 |
|
|
2015
Q3 | $25K | Hold |
503
| – | – | 0.01% | 825 |
|
|
2015
Q2 | $30K | Hold |
503
| – | – | 0.01% | 864 |
|
|
2015
Q1 | $31K | Hold |
503
| – | – | 0.01% | 857 |
|
|
2014
Q4 | $29K | Hold |
503
| – | – | 0.01% | 1087 |
|
|
2014
Q3 | $26K | Buy |
503
+90
| +22% | +$4.65K | ﹤0.01% | 1167 |
|
|
2014
Q2 | $22K | Sell |
413
-98
| -19% | -$5.22K | ﹤0.01% | 1226 |
|
|
2014
Q1 | $25K | Hold |
511
| – | – | 0.01% | 1165 |
|
|
2013
Q4 | $24K | Buy |
511
+390
| +322% | +$18.3K | ﹤0.01% | 1266 |
|
|
2013
Q3 | $5K | Buy |
+121
| New | +$5K | ﹤0.01% | 1716 |
|