SW
SkyOak Wealth’s Axcelis ACLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
4,594
-2,500
| -35% | -$174K | 0.06% | 165 |
|
|
2025
Q1 | $352K | Buy |
7,094
+3,057
| +76% | +$152K | 0.08% | 148 |
|
|
2024
Q4 | $282K | Buy |
4,037
+31
| +0.8% | +$2.17K | 0.06% | 185 |
|
|
2024
Q3 | $420K | Buy |
4,006
+1,650
| +70% | +$173K | 0.09% | 128 |
|
|
2024
Q2 | $335K | Sell |
2,356
-2,696
| -53% | -$383K | 0.08% | 158 |
|
|
2024
Q1 | $563K | Buy |
+5,052
| New | +$563K | 0.13% | 112 |
|