BWM
BerganKDV Wealth Management’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $26.1K | Sell |
661
-21,159
| -97% | -$835K | ﹤0.01% | 461 |
|
|
2023
Q1 | $806K | Buy |
21,820
+313
| +1% | +$11.6K | 0.08% | 141 |
|
|
2022
Q4 | $822K | Buy |
21,507
+3,064
| +17% | +$117K | 0.09% | 138 |
|
|
2022
Q3 | $631K | Buy |
18,443
+470
| +3% | +$16.1K | 0.08% | 148 |
|
|
2022
Q2 | $644K | Buy |
17,973
+1,326
| +8% | +$47.5K | 0.07% | 154 |
|
|
2022
Q1 | $772K | Buy |
16,647
+1,645
| +11% | +$76.3K | 0.08% | 142 |
|
|
2021
Q4 | $839K | Buy |
15,002
+900
| +6% | +$50.3K | 0.09% | 145 |
|
|
2021
Q3 | $727K | Sell |
14,102
-169
| -1% | -$8.71K | 0.08% | 150 |
|
|
2021
Q2 | $662K | Buy |
14,271
+292
| +2% | +$13.5K | 0.08% | 158 |
|
|
2021
Q1 | $657K | Sell |
13,979
-70
| -0.5% | -$3.29K | 0.08% | 150 |
|
|
2020
Q4 | $527K | Sell |
14,049
-39
| -0.3% | -$1.46K | 0.07% | 154 |
|
|
2020
Q3 | $328K | Sell |
14,088
-280
| -2% | -$6.52K | 0.05% | 186 |
|
|
2020
Q2 | $317K | Sell |
14,368
-20
| -0.1% | -$441 | 0.05% | 190 |
|
|
2020
Q1 | $261K | Buy |
+14,388
| New | +$261K | 0.05% | 187 |
|