Mount Yale Investment Advisors’s Axonics, Inc. Common Stock AXNX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,880
| Closed | -$218K | – | 540 |
|
2023
Q3 | $218K | Sell |
3,880
-121
| -3% | -$6.79K | 0.02% | 461 |
|
2023
Q2 | $202K | Buy |
4,001
+207
| +5% | +$10.4K | 0.02% | 461 |
|
2023
Q1 | $207K | Sell |
3,794
-97
| -2% | -$5.29K | 0.02% | 456 |
|
2022
Q4 | $243K | Sell |
3,891
-2,762
| -42% | -$173K | 0.03% | 393 |
|
2022
Q3 | $469K | Buy |
6,653
+2,258
| +51% | +$159K | 0.06% | 275 |
|
2022
Q2 | $249K | Buy |
4,395
+1,056
| +32% | +$59.8K | 0.03% | 403 |
|
2022
Q1 | $209K | Buy |
+3,339
| New | +$209K | 0.02% | 443 |
|
2021
Q4 | – | Sell |
-3,322
| Closed | -$216K | – | 494 |
|
2021
Q3 | $216K | Buy |
3,322
+55
| +2% | +$3.58K | 0.02% | 429 |
|
2021
Q2 | $207K | Buy |
+3,267
| New | +$207K | 0.03% | 407 |
|