Axim Planning & Wealth Reduced Holdings in Q1 2024

Axim Planning & Wealth

  • $123 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
KWEB
Kraneshares Tr Csi China Inter

ETFs
-158K
- 16.43%
$23.11 - $27.11 $3.65M - $4.28M
804K $21.1M
CCL
Carnival Corp

Consumer Cyclical
-61.7K
- 15.54%
$14.71 - $17.78 $908K - $1.1M
335K $5.48M
JPM
Jpmorgan Chase & CO

Financial Services
-1.82K
- 49.88%
$167.09 - $200.3 $305K - $365K
1.83K $367K
SPY
Spdr S&P 500 ETF Trust

ETFs
-357
- 47.04%
$467.28 - $523.17 $167K - $187K
402 $210K
USB
Us Bancorp \De\

Financial Services
-100
- 0.64%
$39.91 - $44.7 $3.99K - $4.47K
15.4K $689K
MSFT
Microsoft Corp

Technology
-83
- 3.0%
$367.75 - $429.37 $30.5K - $35.6K
2.69K $1.13M
PG
Procter & Gamble CO

Consumer Defensive
-32
- 0.43%
$147.42 - $162.61 $4.72K - $5.2K
7.46K $1.21M
Activity Summary
Buys All Purchases 12 New Holdings 3 Increased Positions 9 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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