WAM
Wakefield Asset Management’s Axcelis ACLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
+18,067
| New | +$1.26M | 0.35% | 89 |
|
|
2024
Q1 | – | Sell |
-5,937
| Closed | -$770K | – | 147 |
|
|
2023
Q4 | $770K | Buy |
5,937
+589
| +11% | +$76.4K | 0.29% | 113 |
|
|
2023
Q3 | $872K | Sell |
5,348
-218
| -4% | -$35.5K | 0.39% | 67 |
|
|
2023
Q2 | $1.02M | Sell |
5,566
-2,077
| -27% | -$381K | 0.41% | 69 |
|
|
2023
Q1 | $1.02M | Sell |
7,643
-2,414
| -24% | -$322K | 0.42% | 61 |
|
|
2022
Q4 | $798K | Sell |
10,057
-2,291
| -19% | -$182K | 0.34% | 88 |
|
|
2022
Q3 | $748K | Sell |
12,348
-2,330
| -16% | -$141K | 0.34% | 79 |
|
|
2022
Q2 | $805K | Sell |
14,678
-48
| -0.3% | -$2.63K | 0.34% | 76 |
|
|
2022
Q1 | $1.11M | Buy |
14,726
+65
| +0.4% | +$4.91K | 0.4% | 74 |
|
|
2021
Q4 | $1.09M | Buy |
+14,661
| New | +$1.09M | 0.38% | 75 |
|