Glassman Wealth Services’s AXIS Capital AXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15
| Closed | -$1K | – | 1669 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1327 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1304 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1277 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1231 |
|
|
2021
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1192 |
|
|
2020
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1091 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | – | – | 1133 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1177 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1050 |
|
|
2019
Q2 | $0 | Buy |
7
+2
| +40% | – | ﹤0.01% | 1075 |
|
|
2019
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1028 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 776 |
|
|
2018
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 812 |
|
|
2018
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 798 |
|
|
2018
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 737 |
|
|
2017
Q2 | – | Sell |
-335
| Closed | -$22K | – | 542 |
|
|
2017
Q1 | $22K | Hold |
335
| – | – | 0.02% | 240 |
|
|
2016
Q4 | $22K | Buy |
+335
| New | +$22K | 0.02% | 257 |
|
|
2016
Q3 | – | Sell |
-335
| Closed | -$18K | – | 474 |
|
|
2016
Q2 | $18K | Hold |
335
| – | – | 0.02% | 229 |
|
|
2016
Q1 | $19K | Hold |
335
| – | – | 0.02% | 220 |
|
|
2015
Q4 | $19K | Hold |
335
| – | – | 0.02% | 232 |
|
|
2015
Q3 | $18K | Hold |
335
| – | – | 0.02% | 229 |
|
|
2015
Q2 | $18K | Hold |
335
| – | – | 0.01% | 230 |
|
|
2015
Q1 | $17K | Hold |
335
| – | – | 0.01% | 236 |
|
|
2014
Q4 | $17K | Buy |
+335
| New | +$17K | 0.01% | 265 |
|