Brown Advisory’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,641
| Closed | -$330K | – | 1212 |
|
|
2017
Q1 | $330K | Hold |
12,641
| – | – | ﹤0.01% | 941 |
|
|
2016
Q4 | $361K | Buy |
12,641
+2,044
| +19% | +$58.4K | ﹤0.01% | 875 |
|
|
2016
Q3 | $238K | Buy |
+10,597
| New | +$238K | ﹤0.01% | 945 |
|
|
2016
Q2 | – | Sell |
-15,332
| Closed | -$327K | – | 1049 |
|
|
2016
Q1 | $327K | Buy |
15,332
+449
| +3% | +$9.58K | ﹤0.01% | 811 |
|
|
2015
Q4 | $313K | Buy |
14,883
+935
| +7% | +$19.7K | ﹤0.01% | 786 |
|
|
2015
Q3 | $449K | Sell |
13,948
-4,132
| -23% | -$133K | ﹤0.01% | 712 |
|
|
2015
Q2 | $478K | Buy |
18,080
+1,836
| +11% | +$48.5K | ﹤0.01% | 645 |
|
|
2015
Q1 | $378K | Buy |
16,244
+1,964
| +14% | +$45.7K | ﹤0.01% | 763 |
|
|
2014
Q4 | $278K | Buy |
14,280
+332
| +2% | +$6.46K | ﹤0.01% | 817 |
|
|
2014
Q3 | $254K | Buy |
13,948
+1,708
| +14% | +$31.1K | ﹤0.01% | 835 |
|
|
2014
Q2 | $225K | Buy |
12,240
+224
| +2% | +$4.12K | ﹤0.01% | 869 |
|
|
2014
Q1 | $258K | Buy |
+12,016
| New | +$258K | ﹤0.01% | 813 |
|