Wealthspire Advisors (Maryland)’s AXIS Capital AXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-139
| Closed | -$8K | – | 601 |
|
|
2019
Q1 | $8K | Buy |
139
+71
| +104% | +$4.09K | ﹤0.01% | 1604 |
|
|
2018
Q4 | $4K | Sell |
68
-6
| -8% | -$353 | ﹤0.01% | 1784 |
|
|
2018
Q3 | $4K | Sell |
74
-16
| -18% | -$865 | ﹤0.01% | 1873 |
|
|
2018
Q2 | $5K | Buy |
90
+8
| +10% | +$444 | ﹤0.01% | 1766 |
|
|
2018
Q1 | $5K | Sell |
82
-11
| -12% | -$671 | ﹤0.01% | 1792 |
|
|
2017
Q4 | $5K | Buy |
93
+11
| +13% | +$591 | ﹤0.01% | 1813 |
|
|
2017
Q3 | $5K | Sell |
82
-36
| -31% | -$2.2K | ﹤0.01% | 1782 |
|
|
2017
Q2 | $8K | Buy |
118
+47
| +66% | +$3.19K | ﹤0.01% | 1603 |
|
|
2017
Q1 | $5K | Buy |
71
+43
| +154% | +$3.03K | ﹤0.01% | 1510 |
|
|
2016
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1534 |
|
|
2016
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1530 |
|
|
2016
Q2 | $2K | Buy |
28
+5
| +22% | +$357 | ﹤0.01% | 1489 |
|
|
2016
Q1 | $1K | Sell |
23
-216
| -90% | -$9.39K | ﹤0.01% | 1624 |
|
|
2015
Q4 | $13K | Buy |
+239
| New | +$13K | ﹤0.01% | 1109 |
|