Plante Moran Financial Advisors’s Axcelis ACLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6
| Closed | -$418 | – | 787 |
|
|
2025
Q2 | $418 | Hold |
6
| – | – | ﹤0.01% | 730 |
|
|
2025
Q1 | $298 | Hold |
6
| – | – | ﹤0.01% | 764 |
|
|
2024
Q4 | $419 | Hold |
6
| – | – | ﹤0.01% | 865 |
|
|
2024
Q3 | $629 | Hold |
6
| – | – | ﹤0.01% | 808 |
|
|
2024
Q2 | $853 | Hold |
6
| – | – | ﹤0.01% | 731 |
|
|
2024
Q1 | $669 | Sell |
6
-10
| -63% | -$1.19K | ﹤0.01% | 798 |
|
|
2023
Q4 | $2.08K | Buy |
+16
| New | +$2.21K | ﹤0.01% | 718 |
|
|
2020
Q4 | – | Sell |
-228
| Closed | -$5K | – | 874 |
|
|
2020
Q3 | $5K | Hold |
228
| – | – | ﹤0.01% | 684 |
|
|
2020
Q2 | $6K | Hold |
228
| – | – | ﹤0.01% | 567 |
|
|
2020
Q1 | $4K | Hold |
228
| – | – | ﹤0.01% | 585 |
|
|
2019
Q4 | $5K | Hold |
228
| – | – | ﹤0.01% | 603 |
|
|
2019
Q3 | $4K | Hold |
228
| – | – | ﹤0.01% | 703 |
|
|
2019
Q2 | $3K | Hold |
228
| – | – | ﹤0.01% | 685 |
|
|
2019
Q1 | $5K | Hold |
228
| – | – | ﹤0.01% | 629 |
|
|
2018
Q4 | $4K | Hold |
228
| – | – | ﹤0.01% | 614 |
|
|
2018
Q3 | $4K | Hold |
228
| – | – | ﹤0.01% | 603 |
|
|
2018
Q2 | $5K | Hold |
228
| – | – | ﹤0.01% | 622 |
|
|
2018
Q1 | $6K | Hold |
228
| – | – | ﹤0.01% | 682 |
|
|
2017
Q4 | $7K | Buy |
+228
| New | +$7.17K | ﹤0.01% | 646 |
|
|
2016
Q3 | – | Sell |
-369
| Closed | -$4K | – | 923 |
|
|
2016
Q2 | $4K | Sell |
369
-282
| -43% | -$3.02K | ﹤0.01% | 663 |
|
|
2016
Q1 | $7K | Hold |
651
| – | – | 0.01% | 526 |
|
|
2015
Q4 | $7K | Hold |
651
| – | – | 0.01% | 633 |
|
|
2015
Q3 | $7K | Sell |
651
-201
| -24% | -$2.45K | 0.01% | 524 |
|
|
2015
Q2 | $10K | Sell |
852
-85
| -9% | -$985 | 0.01% | 519 |
|
|
2015
Q1 | $9K | Hold |
937
| – | – | 0.01% | 525 |
|
|
2014
Q4 | $10K | Hold |
937
| – | – | 0.01% | 528 |
|
|
2014
Q3 | $7K | Hold |
937
| – | – | 0.01% | 606 |
|
|
2014
Q2 | $7K | Buy |
+937
| New | +$6.99K | 0.01% | 605 |
|
Other funds holding ACLS
RP
