AFS
Axiom Financial Strategies’s First Capital FCAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,230
| Closed | -$520K | – | 47 |
|
|
2022
Q3 | $520K | Buy |
20,230
+10
| +0% | +$257 | 0.28% | 42 |
|
|
2022
Q2 | $548K | Buy |
20,220
+10
| +0% | +$271 | 0.29% | 42 |
|
|
2022
Q1 | $748K | Sell |
20,210
-626
| -3% | -$23.2K | 0.38% | 36 |
|
|
2021
Q4 | $844K | Buy |
20,836
+5,211
| +33% | +$211K | 0.38% | 35 |
|
|
2021
Q3 | $637K | Sell |
15,625
-843
| -5% | -$34.4K | 0.3% | 38 |
|
|
2021
Q2 | $714K | Buy |
16,468
+5
| +0% | +$217 | 0.33% | 33 |
|
|
2021
Q1 | $802K | Buy |
16,463
+9
| +0.1% | +$438 | 0.39% | 34 |
|
|
2020
Q4 | $922K | Hold |
16,454
| – | – | 0.55% | 29 |
|
|
2020
Q3 | $922K | Buy |
16,454
+4
| +0% | +$224 | 0.55% | 29 |
|
|
2020
Q2 | $1.14M | Buy |
16,450
+3
| +0% | +$208 | 0.74% | 24 |
|
|
2020
Q1 | $985K | Buy |
+16,447
| New | +$985K | 0.8% | 22 |
|