Whipplewood Advisors’s ASE Group ASX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.9K Sell
8,604
-434
-5% -$4.48K 0.05% 247
2025
Q1
$80.7K Sell
9,038
-176
-2% -$1.57K 0.05% 247
2024
Q4
$92.8K Buy
+9,214
New +$92.8K 0.05% 240