BCWM
AXA
Bartlett & Co Wealth Management’s AXA ADS (1 ORD SHS) AXA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-129
| Closed | -$4.21K | – | 1245 |
|
|
2023
Q4 | $4.21K | Hold |
129
| – | – | ﹤0.01% | 1097 |
|
|
2023
Q3 | $3.84K | Hold |
129
| – | – | ﹤0.01% | 1023 |
|
|
2023
Q2 | $3.82K | Hold |
129
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q1 | $3.94K | Hold |
129
| – | – | ﹤0.01% | 927 |
|
|
2022
Q4 | $3.6K | Hold |
129
| – | – | ﹤0.01% | 958 |
|
|
2022
Q3 | $2.81K | Hold |
129
| – | – | ﹤0.01% | 1011 |
|
|
2022
Q2 | $2.94K | Hold |
129
| – | – | ﹤0.01% | 1127 |
|
|
2022
Q1 | $3.76K | Buy |
+129
| New | +$3.76K | ﹤0.01% | 945 |
|
|
2021
Q3 | – | Sell |
-124
| Closed | -$3.15K | – | 1098 |
|
|
2021
Q2 | $3.15K | Hold |
124
| – | – | ﹤0.01% | 806 |
|
|
2021
Q1 | $3.34K | Hold |
124
| – | – | ﹤0.01% | 827 |
|
|
2020
Q4 | $2.96K | Buy |
+124
| New | +$2.96K | ﹤0.01% | 868 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | -$56 | – | 912 |
|
|
2019
Q4 | $56 | Hold |
2
| – | – | ﹤0.01% | 855 |
|
|
2019
Q3 | $51 | Sell |
2
-2,798
| -100% | -$71.3K | ﹤0.01% | 866 |
|
|
2019
Q2 | $73.3K | Hold |
2,800
| – | – | ﹤0.01% | 367 |
|
|
2019
Q1 | $70.4K | Hold |
2,800
| – | – | ﹤0.01% | 368 |
|
|
2018
Q4 | $59.9K | Hold |
2,800
| – | – | ﹤0.01% | 381 |
|
|
2018
Q3 | $74.9K | Hold |
2,800
| – | – | ﹤0.01% | 368 |
|
|
2018
Q2 | $68.2K | Buy |
2,800
+280
| +11% | +$6.82K | ﹤0.01% | 387 |
|
|
2018
Q1 | $67K | Buy |
+2,520
| New | +$67K | ﹤0.01% | 394 |
|