Corient Private Wealth’s Axcelis ACLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,842
| Closed | -$298K | – | 2352 |
|
|
2024
Q3 | $298K | Sell |
2,842
-3,952
| -58% | -$414K | ﹤0.01% | 1989 |
|
|
2024
Q2 | $966K | Buy |
6,794
+4,453
| +190% | +$633K | ﹤0.01% | 1341 |
|
|
2024
Q1 | $261K | Buy |
2,341
+622
| +36% | +$69.4K | ﹤0.01% | 1961 |
|
|
2023
Q4 | $223K | Sell |
1,719
-6
| -0.3% | -$778 | ﹤0.01% | 2011 |
|
|
2023
Q3 | $281K | Sell |
1,725
-5
| -0.3% | -$815 | ﹤0.01% | 1772 |
|
|
2023
Q2 | $317K | Sell |
1,730
-1,668
| -49% | -$306K | ﹤0.01% | 1665 |
|
|
2023
Q1 | $453K | Buy |
+3,398
| New | +$453K | ﹤0.01% | 1418 |
|