C.M. Bidwell & Associates’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,030
| Closed | -$58.9K | – | 505 |
|
|
2024
Q2 | $58.9K | Buy |
+1,030
| New | +$58.9K | 0.04% | 217 |
|
|
2016
Q1 | – | Sell |
-8,480
| Closed | -$179K | – | 258 |
|
|
2015
Q4 | $179K | Hold |
8,480
| – | – | 0.04% | 166 |
|
|
2015
Q3 | $273K | Hold |
8,480
| – | – | 0.07% | 133 |
|
|
2015
Q2 | $224K | Buy |
8,480
+220
| +3% | +$5.81K | 0.05% | 150 |
|
|
2015
Q1 | $192K | Buy |
+8,260
| New | +$192K | 0.04% | 161 |
|
|
2014
Q2 | – | Sell |
-20,060
| Closed | -$430K | – | 238 |
|
|
2014
Q1 | $430K | Buy |
+20,060
| New | +$430K | 0.1% | 94 |
|
|
2013
Q3 | – | Sell |
-19,340
| Closed | -$222K | – | 221 |
|
|
2013
Q2 | $222K | Buy |
+19,340
| New | +$222K | 0.07% | 118 |
|