BerganKDV Wealth Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $26.1K | Sell |
|
|||||
|
2023
Q1 | $806K | Buy |
|
|||||
|
2022
Q4 | $822K | Buy |
|
|||||
|
2022
Q3 | $631K | Buy |
|
|||||
|
2022
Q2 | $644K | Buy |
|
|||||
|
2022
Q1 | $772K | Buy |
|
|||||
|
2021
Q4 | $839K | Buy |
|
|||||
|
2021
Q3 | $727K | Sell |
|
|||||
|
2021
Q2 | $662K | Buy |
|
|||||
|
2021
Q1 | $657K | Sell |
|
|||||
|
2020
Q4 | $527K | Sell |
|
|||||
|
2020
Q3 | $328K | Sell |
|
|||||
|
2020
Q2 | $317K | Sell |
|
|||||
|
2020
Q1 | $261K | Buy |
|