Avantax Advisory Services’s Axcelis ACLS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,611
| Closed | -$229K | – | 2120 |
|
2024
Q2 | $229K | Buy |
+1,611
| New | +$229K | ﹤0.01% | 1879 |
|
2024
Q1 | – | Sell |
-1,665
| Closed | -$216K | – | 1641 |
|
2023
Q4 | $216K | Buy |
+1,665
| New | +$216K | ﹤0.01% | 1437 |
|
2023
Q1 | – | Sell |
-4,089
| Closed | -$325K | – | 1485 |
|
2022
Q4 | $325K | Sell |
4,089
-480
| -11% | -$38.1K | ﹤0.01% | 1068 |
|
2022
Q3 | $277K | Buy |
+4,569
| New | +$277K | ﹤0.01% | 1047 |
|