Barrow, Hanley, Mewhinney & Strauss’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 |
-2,678
| Closed | -$101K | – | 321 |
|
|
2020
Q4 | $101K | Sell |
2,678
-4,389
| -62% | -$166K | ﹤0.01% | 223 |
|
|
2020
Q3 | $164K | Sell |
7,067
-21,588
| -75% | -$501K | ﹤0.01% | 229 |
|
|
2020
Q2 | $633K | Buy |
28,655
+16,921
| +144% | +$374K | ﹤0.01% | 215 |
|
|
2020
Q1 | $212K | Sell |
11,734
-12,153
| -51% | -$220K | ﹤0.01% | 271 |
|
|
2019
Q4 | $724K | Sell |
23,887
-1,290
| -5% | -$39.1K | ﹤0.01% | 252 |
|
|
2019
Q3 | $697K | Buy |
+25,177
| New | +$697K | ﹤0.01% | 270 |
|