AE Wealth Management’s Axcelis ACLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,394
| Closed | -$971K | – | 1151 |
|
|
2023
Q4 | $971K | Buy |
7,394
+1,290
| +21% | +$169K | 0.01% | 1163 |
|
|
2023
Q3 | $995K | Buy |
6,104
+1,235
| +25% | +$201K | 0.01% | 1098 |
|
|
2023
Q2 | $893K | Sell |
4,869
-1,873
| -28% | -$343K | 0.01% | 1136 |
|
|
2023
Q1 | $898K | Buy |
6,742
+4,051
| +151% | +$540K | 0.01% | 1088 |
|
|
2022
Q4 | $214K | Sell |
2,691
-7,789
| -74% | -$618K | ﹤0.01% | 1652 |
|
|
2022
Q3 | $635K | Buy |
+10,480
| New | +$635K | 0.01% | 1122 |
|
|
2022
Q2 | – | Sell |
-10,336
| Closed | -$781K | – | 1712 |
|
|
2022
Q1 | $781K | Sell |
10,336
-3,995
| -28% | -$302K | 0.01% | 1016 |
|
|
2021
Q4 | $1.07M | Sell |
14,331
-1,080
| -7% | -$80.6K | 0.01% | 906 |
|
|
2021
Q3 | $725K | Buy |
+15,411
| New | +$725K | 0.01% | 985 |
|