Burney Company’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-114,878
| Closed | -$3.48M | – | 427 |
|
|
2019
Q4 | $3.48M | Sell |
114,878
-12,587
| -10% | -$381K | 0.19% | 139 |
|
|
2019
Q3 | $3.52M | Sell |
127,465
-14,045
| -10% | -$388K | 0.21% | 132 |
|
|
2019
Q2 | $3.86M | Sell |
141,510
-7,438
| -5% | -$203K | 0.23% | 127 |
|
|
2019
Q1 | $4.31M | Sell |
148,948
-6,331
| -4% | -$183K | 0.27% | 121 |
|
|
2018
Q4 | $3.91M | Sell |
155,279
-8,323
| -5% | -$210K | 0.28% | 116 |
|
|
2018
Q3 | $5.63M | Sell |
163,602
-15,626
| -9% | -$537K | 0.33% | 99 |
|
|
2018
Q2 | $7.33M | Sell |
179,228
-1,530
| -0.8% | -$62.6K | 0.43% | 71 |
|
|
2018
Q1 | $7.33M | Sell |
180,758
-3,936
| -2% | -$160K | 0.45% | 71 |
|
|
2017
Q4 | $5.52M | Buy |
184,694
+23,075
| +14% | +$690K | 0.31% | 104 |
|
|
2017
Q3 | $4.62M | Sell |
161,619
-2,739
| -2% | -$78.3K | 0.3% | 111 |
|
|
2017
Q2 | $3.93M | Buy |
164,358
+8,291
| +5% | +$198K | 0.26% | 111 |
|
|
2017
Q1 | $4.08M | Buy |
156,067
+16,610
| +12% | +$434K | 0.27% | 109 |
|
|
2016
Q4 | $3.98M | Buy |
139,457
+22,834
| +20% | +$652K | 0.27% | 110 |
|
|
2016
Q3 | $2.52M | Buy |
116,623
+43,719
| +60% | +$946K | 0.18% | 136 |
|
|
2016
Q2 | $1.29M | Buy |
72,904
+56,758
| +352% | +$1.01M | 0.09% | 188 |
|
|
2016
Q1 | $345K | Buy |
+16,146
| New | +$345K | 0.03% | 306 |
|