WMG Financial Advisors’s Axsome Therapeutics AXSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-9,850
| Closed | -$760K | – | 120 |
|
2022
Q4 | $760K | Sell |
9,850
-5,000
| -34% | -$386K | 0.65% | 47 |
|
2022
Q3 | $663K | Hold |
14,850
| – | – | 0.6% | 48 |
|
2022
Q2 | $567K | Sell |
14,850
-2,000
| -12% | -$76.4K | 0.49% | 55 |
|
2022
Q1 | $698K | Hold |
16,850
| – | – | 0.51% | 50 |
|
2021
Q4 | $638K | Buy |
+16,850
| New | +$638K | 0.5% | 48 |
|