Aperio Group’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $541K | Sell |
14,410
-2,303
| -14% | -$86.5K | ﹤0.01% | 1927 |
|
|
2020
Q3 | $390K | Buy |
16,713
+403
| +2% | +$9.4K | ﹤0.01% | 1953 |
|
|
2020
Q2 | $360K | Sell |
16,310
-4,479
| -22% | -$98.9K | ﹤0.01% | 1943 |
|
|
2020
Q1 | $377K | Buy |
20,789
+2,134
| +11% | +$38.7K | ﹤0.01% | 1792 |
|
|
2019
Q4 | $565K | Buy |
18,655
+856
| +5% | +$25.9K | ﹤0.01% | 1732 |
|
|
2019
Q3 | $492K | Buy |
17,799
+1,265
| +8% | +$35K | ﹤0.01% | 1767 |
|
|
2019
Q2 | $451K | Buy |
16,534
+733
| +5% | +$20K | ﹤0.01% | 1841 |
|
|
2019
Q1 | $458K | Sell |
15,801
-18
| -0.1% | -$522 | ﹤0.01% | 1796 |
|
|
2018
Q4 | $398K | Sell |
15,819
-860
| -5% | -$21.6K | ﹤0.01% | 1815 |
|
|
2018
Q3 | $574K | Sell |
16,679
-250
| -1% | -$8.6K | ﹤0.01% | 1690 |
|
|
2018
Q2 | $693K | Buy |
16,929
+925
| +6% | +$37.9K | ﹤0.01% | 1584 |
|
|
2018
Q1 | $649K | Buy |
16,004
+284
| +2% | +$11.5K | ﹤0.01% | 1571 |
|
|
2017
Q4 | $470K | Buy |
15,720
+1,776
| +13% | +$53.1K | ﹤0.01% | 1730 |
|
|
2017
Q3 | $397K | Buy |
13,944
+2,206
| +19% | +$62.8K | ﹤0.01% | 1775 |
|
|
2017
Q2 | $278K | Buy |
11,738
+2,007
| +21% | +$47.5K | ﹤0.01% | 1937 |
|
|
2017
Q1 | $254K | Buy |
9,731
+736
| +8% | +$19.2K | ﹤0.01% | 1908 |
|
|
2016
Q4 | $257K | Buy |
8,995
+6
| +0.1% | +$171 | ﹤0.01% | 1867 |
|
|
2016
Q3 | $201K | Buy |
+8,989
| New | +$201K | ﹤0.01% | 1937 |
|