SYSTM Wealth Solutions’s AXIS Capital AXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,282
| Closed | -$998K | – | 687 |
|
|
2024
Q1 | $998K | Sell |
15,282
-636
| -4% | -$41.5K | 0.13% | 201 |
|
|
2023
Q4 | $886K | Buy |
15,918
+150
| +1% | +$8.35K | 0.12% | 213 |
|
|
2023
Q3 | $889K | Sell |
15,768
-2,027
| -11% | -$114K | 0.14% | 195 |
|
|
2023
Q2 | $958K | Buy |
17,795
+102
| +0.6% | +$5.49K | 0.13% | 210 |
|
|
2023
Q1 | $965K | Buy |
17,693
+155
| +0.9% | +$8.45K | 0.15% | 181 |
|
|
2022
Q4 | $950K | Buy |
+17,538
| New | +$950K | 0.12% | 220 |
|