SWA
Sutton Wealth Advisors’s Axcelis ACLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-351
| Closed | -$27.9K | – | 813 |
|
|
2022
Q4 | $27.9K | Buy |
351
+126
| +56% | +$10K | 0.01% | 573 |
|
|
2022
Q3 | $13.6K | Hold |
225
| – | – | 0.01% | 793 |
|
|
2022
Q2 | $12.3K | Sell |
225
-75
| -25% | -$4.11K | ﹤0.01% | 833 |
|
|
2022
Q1 | $22.7K | Buy |
300
+73
| +32% | +$5.51K | 0.01% | 671 |
|
|
2021
Q4 | $16.9K | Buy |
227
+9
| +4% | +$671 | 0.01% | 763 |
|
|
2021
Q3 | $10.3K | Hold |
218
| – | – | ﹤0.01% | 902 |
|
|
2021
Q2 | $8.81K | Hold |
218
| – | – | ﹤0.01% | 944 |
|
|
2021
Q1 | $8.96K | Hold |
218
| – | – | ﹤0.01% | 915 |
|
|
2020
Q4 | $6.35K | Hold |
218
| – | – | ﹤0.01% | 932 |
|
|
2020
Q3 | $4.8K | Hold |
218
| – | – | ﹤0.01% | 935 |
|
|
2020
Q2 | $6.07K | Hold |
218
| – | – | ﹤0.01% | 821 |
|
|
2020
Q1 | $3.99K | Buy |
+218
| New | +$3.99K | ﹤0.01% | 891 |
|
|
2019
Q2 | – | Sell |
-720
| Closed | -$14.5K | – | 1161 |
|
|
2019
Q1 | $14.5K | Hold |
720
| – | – | 0.01% | 683 |
|
|
2018
Q4 | $12.8K | Buy |
+720
| New | +$12.8K | 0.01% | 672 |
|
|
2018
Q2 | – | Sell |
-364
| Closed | -$8.95K | – | 1127 |
|
|
2018
Q1 | $8.95K | Buy |
+364
| New | +$8.95K | 0.01% | 840 |
|