Winch Advisory Services’s Ashland ASH Stock Holding History

Winch Advisory Services’s Portfolio ASH Stock Details ASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$57.2K	Buy	1,137 +3	+0.3%	+$151	0.01%	154
2025 Q1	$67.2K	Buy	1,134 +3	+0.3%	+$178	0.02%	139
2024 Q4	$80.8K	Buy	1,131 +3	+0.3%	+$214	0.02%	128
2024 Q3	$98.1K	Buy	1,128 +420	+59%	+$36.5K	0.03%	118
2024 Q2	$66.9K	Hold	708	–	–	0.02%	127
2024 Q1	$69K	Hold	708	–	–	0.02%	126
2023 Q4	$59.7K	Hold	708	–	–	0.02%	133
2023 Q3	$58K	Hold	708	–	–	0.02%	126
2023 Q2	$62K	Hold	708	–	–	0.02%	121
2023 Q1	$73K	Hold	708	–	–	0.03%	111
2022 Q4	$76K	Hold	708	–	–	0.03%	108
2022 Q3	$67K	Sell	708 -39	-5%	-$3.69K	0.03%	101
2022 Q2	$77K	Buy	747 +1	+0.1%	+$103	0.03%	100
2022 Q1	$73K	Hold	746	–	–	0.03%	111
2021 Q4	$80K	Hold	746	–	–	0.03%	102
2021 Q3	$66K	Hold	746	–	–	0.02%	115
2021 Q2	$65K	Buy	746 +3	+0.4%	+$261	0.02%	115
2021 Q1	$66K	Buy	743 +2	+0.3%	+$178	0.03%	103
2020 Q4	$59K	Buy	741 +3	+0.4%	+$239	0.02%	91
2020 Q3	$52K	Buy	738 +3	+0.4%	+$211	0.02%	91
2020 Q2	$51K	Buy	735 +2	+0.3%	+$139	0.02%	90
2020 Q1	$37K	Buy	733 +5	+0.7%	+$252	0.02%	98
2019 Q4	$56K	Buy	728 +2	+0.3%	+$154	0.03%	106
2019 Q3	$56K	Buy	726 +3	+0.4%	+$231	0.03%	101
2019 Q2	$58K	Buy	723 +2	+0.3%	+$160	0.03%	103
2019 Q1	$56K	Buy	721 +3	+0.4%	+$233	0.03%	106
2018 Q4	$51K	Buy	718 +2	+0.3%	+$142	0.03%	98
2018 Q3	$60K	Buy	716 +2	+0.3%	+$168	0.03%	95
2018 Q2	$56K	Buy	714 +3	+0.4%	+$235	0.03%	107
2018 Q1	$50K	Buy	711 +2	+0.3%	+$141	0.03%	113
2017 Q4	$50K	Buy	709 +2	+0.3%	+$141	0.03%	100
2017 Q3	$46K	Buy	707 +2	+0.3%	+$130	0.03%	93
2017 Q2	$46K	Sell	705 -730	-51%	-$47.6K	0.03%	112
2017 Q1	$87K	Buy	1,435 +4	+0.3%	+$243	0.06%	100
2016 Q4	$76K	Buy	1,431 +6	+0.4%	+$319	0.05%	87
2016 Q3	$81K	Buy	1,425 +4	+0.3%	+$227	0.07%	80
2016 Q2	$80K	Buy	1,421 +5	+0.4%	+$281	0.1%	64
2016 Q1	$76K	Buy	1,416 +6	+0.4%	+$322	0.12%	34
2015 Q4	$71K	Buy	1,410 +4	+0.3%	+$201	0.08%	42
2015 Q3	$69K	Sell	1,406 -1,059	-43%	-$52K	0.1%	45
2015 Q2	$147K	Buy	2,465 +1,069	+77%	+$63.8K	0.08%	96
2015 Q1	$87K	Buy	+1,396	New	+$87K	0.05%	70
2014 Q4	–	Sell	-1,388	Closed	-$71K	–	49
2014 Q3	$71K	Buy	1,388 +4	+0.3%	+$205	0.05%	68
2014 Q2	$74K	Buy	1,384 +4	+0.3%	+$214	0.04%	86
2014 Q1	$67K	Buy	+1,380	New	+$67K	0.04%	98