AE Wealth Management’s Axos Financial AX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-13,735
Closed -$542K 1948
2023
Q2
$542K Sell
13,735
-1,025
-7% -$40.4K ﹤0.01% 1346
2023
Q1
$545K Buy
+14,760
New +$545K ﹤0.01% 1309