OneDigital Investment Advisors’s Axcelis ACLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,338
Closed -$218K 1105
2023
Q3
$218K Sell
1,338
-107
-7% -$17.4K ﹤0.01% 911
2023
Q2
$265K Buy
+1,445
New +$265K 0.01% 867