Brown Brothers Harriman & Co’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-6,534
| Closed | -$245K | – | 1106 |
|
2020
Q4 | $245K | Buy |
6,534
+1,764
| +37% | +$66.1K | ﹤0.01% | 406 |
|
2020
Q3 | $111K | Sell |
4,770
-953
| -17% | -$22.2K | ﹤0.01% | 478 |
|
2020
Q2 | $126K | Buy |
+5,723
| New | +$126K | ﹤0.01% | 450 |
|
2020
Q1 | – | Sell |
-5,115
| Closed | -$155K | – | 1103 |
|
2019
Q4 | $155K | Hold |
5,115
| – | – | ﹤0.01% | 508 |
|
2019
Q3 | $141K | Buy |
+5,115
| New | +$141K | ﹤0.01% | 484 |
|
2018
Q1 | – | Sell |
-302
| Closed | -$9K | – | 823 |
|
2017
Q4 | $9K | Buy |
+302
| New | +$9K | ﹤0.01% | 767 |
|