American Portfolios Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,000
| Closed | -$188K | – | 3271 |
|
|
2020
Q4 | $188K | Sell |
5,000
-10,000
| -67% | -$375K | 0.01% | 901 |
|
|
2020
Q3 | $350K | Hold |
15,000
| – | – | 0.02% | 598 |
|
|
2020
Q2 | $331K | Hold |
15,000
| – | – | 0.02% | 572 |
|
|
2020
Q1 | $272K | Hold |
15,000
| – | – | 0.02% | 551 |
|
|
2019
Q4 | $454K | Hold |
15,000
| – | – | 0.03% | 455 |
|
|
2019
Q3 | $415K | Hold |
15,000
| – | – | 0.03% | 451 |
|
|
2019
Q2 | $409K | Buy |
+15,000
| New | +$409K | 0.03% | 466 |
|