Axxcess Wealth Management, LLC Fidelity Merrimack Str Tr Low Transaction History

Axxcess Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	BUY	$49.67 - $49.98 $63,180 - $63,574	1,272 Added 20.53%	7,468 $371,000
Q1 2023 May 03, 2023	SELL	$49.47 - $49.97 $10,091 - $10,193	-204 Reduced 3.19%	6,196 $307,000
Q4 2022 Feb 14, 2023	BUY	$49.1 - $49.72 $113,813 - $115,250	2,318 Added 56.79%	6,400 $316,000
Q3 2022 Nov 14, 2022	SELL	$49.3 - $49.84 $4,782 - $4,834	-97 Reduced 2.32%	4,082 $202,000
Q2 2022 Aug 11, 2022	SELL	$49.52 - $50.16 $4,803 - $4,865	-97 Reduced 2.27%	4,179 $207,000
Q1 2022 Aug 11, 2022	BUY	$50.08 - $50.68 $6,159 - $6,233	123 Added 2.96%	4,276 $214,000
Q4 2021 Aug 11, 2022	BUY	$50.69 - $50.87 $210,515 - $211,263	4,153 New	4,153 $211,000

3.52M

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