Bowling Portfolio Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,817
| Closed | -$322K | – | 245 |
|
|
2020
Q3 | $322K | Buy |
+13,817
| New | +$322K | 0.07% | 247 |
|
|
2018
Q1 | – | Sell |
-36,997
| Closed | -$1.11M | – | 349 |
|
|
2017
Q4 | $1.11M | Sell |
36,997
-19,381
| -34% | -$579K | 0.15% | 231 |
|
|
2017
Q3 | $1.61M | Buy |
56,378
+281
| +0.5% | +$8K | 0.24% | 128 |
|
|
2017
Q2 | $1.33M | Buy |
+56,097
| New | +$1.33M | 0.2% | 160 |
|