Hefty Wealth Partners’s AXIS Capital AXS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$12K | 0.01% | 135 |
|