Aperio Group’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $541K | Sell |
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|
2020
Q3 | $390K | Buy |
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|
2020
Q2 | $360K | Sell |
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|
2020
Q1 | $377K | Buy |
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|
2019
Q4 | $565K | Buy |
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|
2019
Q3 | $492K | Buy |
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|
2019
Q2 | $451K | Buy |
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|
2019
Q1 | $458K | Sell |
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|
2018
Q4 | $398K | Sell |
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|
2018
Q3 | $574K | Sell |
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|
2018
Q2 | $693K | Buy |
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|
2018
Q1 | $649K | Buy |
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|
2017
Q4 | $470K | Buy |
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|
2017
Q3 | $397K | Buy |
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|
2017
Q2 | $278K | Buy |
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|
2017
Q1 | $254K | Buy |
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|
2016
Q4 | $257K | Buy |
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|
2016
Q3 | $201K | Buy |
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