Bank Julius Baer & Co’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-112
| Closed | -$6K | – | 601 |
|
|
2021
Q4 | $6K | Hold |
112
| – | – | ﹤0.01% | 802 |
|
|
2021
Q3 | $6K | Buy |
112
+4
| +4% | +$214 | ﹤0.01% | 789 |
|
|
2021
Q2 | $5K | Sell |
108
-7
| -6% | -$324 | ﹤0.01% | 797 |
|
|
2021
Q1 | $5K | Buy |
115
+8
| +7% | +$348 | ﹤0.01% | 793 |
|
|
2020
Q4 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 783 |
|