CWM
Cranbrook Wealth Management’s Axcelis ACLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,673
| Closed | -$280K | – | 413 |
|
|
2024
Q3 | $280K | Hold |
2,673
| – | – | 0.06% | 97 |
|
|
2024
Q2 | $380K | Buy |
2,673
+1,226
| +85% | +$174K | 0.09% | 86 |
|
|
2024
Q1 | $161K | Hold |
1,447
| – | – | 0.04% | 99 |
|
|
2023
Q4 | $188K | Hold |
1,447
| – | – | 0.05% | 95 |
|
|
2023
Q3 | $236K | Hold |
1,447
| – | – | 0.07% | 82 |
|
|
2023
Q2 | $265K | Buy |
+1,447
| New | +$265K | 0.07% | 83 |
|