KFS
Kaizen Financial Strategies’s Axsome Therapeutics AXSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,200
| Closed | -$224K | – | 116 |
|
2023
Q3 | $224K | Hold |
3,200
| – | – | 0.19% | 94 |
|
2023
Q2 | $237K | Buy |
+3,200
| New | +$237K | 0.2% | 95 |
|
2023
Q1 | – | Sell |
-3,450
| Closed | -$232K | – | 104 |
|
2022
Q4 | $232K | Buy |
+3,450
| New | +$232K | 0.23% | 100 |
|
2022
Q3 | – | Sell |
-7,500
| Closed | -$287K | – | 119 |
|
2022
Q2 | $287K | Hold |
7,500
| – | – | 0.28% | 82 |
|
2022
Q1 | $310K | Hold |
7,500
| – | – | 0.24% | 100 |
|
2021
Q4 | $283K | Hold |
7,500
| – | – | 0.21% | 110 |
|
2021
Q3 | $247K | Buy |
+7,500
| New | +$247K | 0.2% | 122 |
|