Carson Wealth (CWM LLC)’s Axcelis ACLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
3,520
+1,863
| +112% | +$130K | ﹤0.01% | 1996 |
|
|
2025
Q1 | $82K | Buy |
1,657
+510
| +44% | +$25.2K | ﹤0.01% | 2581 |
|
|
2024
Q4 | $80K | Sell |
1,147
-625
| -35% | -$43.6K | ﹤0.01% | 2437 |
|
|
2024
Q3 | $186K | Buy |
1,772
+266
| +18% | +$27.9K | ﹤0.01% | 1790 |
|
|
2024
Q2 | $214K | Buy |
1,506
+69
| +5% | +$9.81K | ﹤0.01% | 1550 |
|
|
2024
Q1 | $160K | Sell |
1,437
-120
| -8% | -$13.4K | ﹤0.01% | 1617 |
|
|
2023
Q4 | $202K | Buy |
1,557
+267
| +21% | +$34.6K | ﹤0.01% | 1420 |
|
|
2023
Q3 | $210K | Sell |
1,290
-24
| -2% | -$3.91K | ﹤0.01% | 1292 |
|
|
2023
Q2 | $241K | Sell |
1,314
-487
| -27% | -$89.3K | ﹤0.01% | 1182 |
|
|
2023
Q1 | $240K | Buy |
1,801
+926
| +106% | +$123K | ﹤0.01% | 1128 |
|
|
2022
Q4 | $69K | Buy |
875
+143
| +20% | +$11.3K | ﹤0.01% | 1547 |
|
|
2022
Q3 | $44K | Buy |
732
+30
| +4% | +$1.8K | ﹤0.01% | 1708 |
|
|
2022
Q2 | $38K | Buy |
702
+188
| +37% | +$10.2K | ﹤0.01% | 1746 |
|
|
2022
Q1 | $39K | Buy |
514
+188
| +58% | +$14.3K | ﹤0.01% | 1707 |
|
|
2021
Q4 | $24K | Buy |
+326
| New | +$24K | ﹤0.01% | 1876 |
|
|
2021
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 2079 |
|
|
2021
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 2079 |
|
|
2020
Q4 | $10K | Hold |
250
| – | – | ﹤0.01% | 2079 |
|
|
2020
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 2079 |
|
|
2020
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 2079 |
|
|
2020
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 2079 |
|
|
2019
Q4 | $10K | Hold |
250
| – | – | ﹤0.01% | 2079 |
|
|
2019
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 2079 |
|
|
2019
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 2079 |
|
|
2019
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 2079 |
|
|
2018
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 1566 |
|
|
2018
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 1320 |
|
|
2018
Q2 | $5K | Hold |
250
| – | – | ﹤0.01% | 1174 |
|
|
2018
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 956 |
|
|
2017
Q4 | $7K | Hold |
250
| – | – | ﹤0.01% | 966 |
|
|
2017
Q3 | $7K | Hold |
250
| – | – | ﹤0.01% | 977 |
|
|
2017
Q2 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 871 |
|