BIA
Bigelow Investment Advisors’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,514
| Closed | -$470K | – | 135 |
|
|
2019
Q4 | $470K | Sell |
15,514
-199
| -1% | -$6.03K | 0.28% | 100 |
|
|
2019
Q3 | $434K | Sell |
15,713
-3,718
| -19% | -$103K | 0.28% | 99 |
|
|
2019
Q2 | $529K | Buy |
19,431
+150
| +0.8% | +$4.08K | 0.35% | 81 |
|
|
2019
Q1 | $558K | Sell |
19,281
-3,814
| -17% | -$110K | 0.39% | 75 |
|
|
2018
Q4 | $582K | Buy |
+23,095
| New | +$582K | 0.43% | 70 |
|
|
2018
Q3 | – | Sell |
-22,530
| Closed | -$922K | – | 153 |
|
|
2018
Q2 | $922K | Buy |
22,530
+1,220
| +6% | +$49.9K | 0.63% | 48 |
|
|
2018
Q1 | $864K | Buy |
+21,310
| New | +$864K | 0.59% | 47 |
|