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

3.17M

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Axxcess Wealth Management, LLC with notifications on news.