Axxcess Wealth Management, LLC Fidelity Covington Tr Msci Inf Transaction History

Axxcess Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$118.9 - $144.37 $32,935 - $39,990	277 Added 13.47%	2,333 $335,000
Q3 2023 Nov 14, 2023	SELL	$121.1 - $135.73 $112,501 - $126,093	-929 Reduced 31.12%	2,056 $252,000
Q2 2023 Aug 08, 2023	BUY	$108.86 - $131.04 $2,286 - $2,751	21 Added 0.71%	2,985 $389,000
Q1 2023 May 03, 2023	BUY	$92.02 - $113.95 $272,747 - $337,747	2,964 New	2,964 $337,000
Q3 2022 Nov 14, 2022	BUY	$90.93 - $115.63 $650,149 - $826,754	7,150 New	7,150 $650,000

471

15.1M

18K

4.9K

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