HWP
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Hefty Wealth Partners’s AXIS Capital AXS Stock Holding History

Hefty Wealth Partners’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$12K Hold
215
– – 0.01% 178
2017
Q4 		$11K Hold
215
– – 0.01% 185
2017
Q3 		$12K Hold
215
– – 0.01% 177
2017
Q2 		$13K Hold
215
– – 0.01% 160
2017
Q1 		$14K Hold
215
– – 0.01% 161
2016
Q4 		$14K Hold
215
– – 0.01% 151
2016
Q3 		$11K Hold
215
– – 0.01% 167
2016
Q2 		$11K Hold
215
– – 0.01% 139
2016
Q1 		$11K Hold
215
– – 0.01% 147
2015
Q4 		$12K Buy
+215
New +$11.9K 0.01% 135

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