Live Oak Private Wealth’s Axalta AXTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-18,317
| Closed | -$406K | – | 146 |
|
|
2020
Q3 | $406K | Sell |
18,317
-71,219
| -80% | -$1.58M | 0.14% | 96 |
|
|
2020
Q2 | $2.02M | Buy |
89,536
+15,194
| +20% | +$343K | 0.73% | 49 |
|
|
2020
Q1 | $1.28M | Buy |
74,342
+8,125
| +12% | +$140K | 1.32% | 23 |
|
|
2019
Q4 | $2.01M | Buy |
+66,217
| New | +$2.01M | 1.96% | 19 |
|