Lifestyle Asset Management’s Axcelis ACLS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,358
| Closed | -$335K | – | 105 |
|
2024
Q2 | $335K | Buy |
+2,358
| New | +$335K | 0.19% | 65 |
|
2023
Q4 | – | Sell |
-1,481
| Closed | -$241K | – | 98 |
|
2023
Q3 | $241K | Sell |
1,481
-125
| -8% | -$20.4K | 0.15% | 63 |
|
2023
Q2 | $294K | Sell |
1,606
-29
| -2% | -$5.32K | 0.18% | 51 |
|
2023
Q1 | $218K | Buy |
+1,635
| New | +$218K | 0.15% | 69 |
|