Perigon Wealth Management’s Axcelis ACLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,358
| Closed | -$2.38M | – | 854 |
|
|
2023
Q4 | $2.38M | Sell |
18,358
-61
| -0.3% | -$7.91K | 0.08% | 210 |
|
|
2023
Q3 | $3M | Sell |
18,419
-48
| -0.3% | -$7.83K | 0.12% | 164 |
|
|
2023
Q2 | $3.39M | Buy |
18,467
+1,490
| +9% | +$273K | 0.13% | 151 |
|
|
2023
Q1 | $2.26M | Buy |
16,977
+2,533
| +18% | +$338K | 0.13% | 167 |
|
|
2022
Q4 | $1.15M | Buy |
14,444
+5,471
| +61% | +$434K | 0.07% | 247 |
|
|
2022
Q3 | $543K | Buy |
8,973
+5,331
| +146% | +$323K | 0.05% | 316 |
|
|
2022
Q2 | $200K | Buy |
+3,642
| New | +$200K | 0.02% | 539 |
|