CWP
CFM Wealth Partners’s Axcelis ACLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,041
| Closed | -$2.73M | – | 140 |
|
|
2024
Q3 | $2.73M | Sell |
26,041
-36
| -0.1% | -$3.78K | 0.48% | 49 |
|
|
2024
Q2 | $3.71M | Sell |
26,077
-186
| -0.7% | -$26.4K | 0.68% | 35 |
|
|
2024
Q1 | $2.93M | Sell |
26,263
-246
| -0.9% | -$27.4K | 0.59% | 45 |
|
|
2023
Q4 | $3.44M | Sell |
26,509
-66
| -0.2% | -$8.56K | 0.78% | 33 |
|
|
2023
Q3 | $4.33M | Buy |
26,575
+59
| +0.2% | +$9.62K | 1.14% | 21 |
|
|
2023
Q2 | $4.86M | Sell |
26,516
-602
| -2% | -$110K | 1.18% | 18 |
|
|
2023
Q1 | $3.61M | Sell |
27,118
-46
| -0.2% | -$6.13K | 0.97% | 24 |
|
|
2022
Q4 | $2.16M | Buy |
27,164
+63
| +0.2% | +$5K | 0.65% | 46 |
|
|
2022
Q3 | $1.64M | Buy |
27,101
+312
| +1% | +$18.9K | 0.52% | 51 |
|
|
2022
Q2 | $1.47M | Sell |
26,789
-652
| -2% | -$35.8K | 0.44% | 59 |
|
|
2022
Q1 | $2.07M | Sell |
27,441
-746
| -3% | -$56.4K | 0.5% | 53 |
|
|
2021
Q4 | $2.16M | Buy |
+28,187
| New | +$2.16M | 0.48% | 53 |
|