Capstone Asset Management’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $418K | Sell |
17,616
-1,140
| -6% | -$27.1K | 0.01% | 1022 |
|
|
2017
Q1 | $490K | Sell |
18,756
-1,820
| -9% | -$47.5K | 0.01% | 927 |
|
|
2016
Q4 | $587K | Sell |
20,576
-4,160
| -17% | -$119K | 0.02% | 829 |
|
|
2016
Q3 | $554K | Sell |
24,736
-130
| -0.5% | -$2.91K | 0.02% | 889 |
|
|
2016
Q2 | $440K | Buy |
24,866
+2,890
| +13% | +$51.1K | 0.01% | 1024 |
|
|
2016
Q1 | $469K | Sell |
21,976
-1,130
| -5% | -$24.1K | 0.01% | 958 |
|
|
2015
Q4 | $486K | Buy |
23,106
+2,390
| +12% | +$50.3K | 0.01% | 942 |
|
|
2015
Q3 | $667K | Buy |
20,716
+1,164
| +6% | +$37.5K | 0.02% | 730 |
|
|
2015
Q2 | $517K | Sell |
19,552
-11,552
| -37% | -$305K | 0.01% | 945 |
|
|
2015
Q1 | $723K | Buy |
31,104
+1,440
| +5% | +$33.5K | 0.02% | 840 |
|
|
2014
Q4 | $577K | Sell |
29,664
-5,240
| -15% | -$102K | 0.02% | 953 |
|
|
2014
Q3 | $634K | Buy |
34,904
+640
| +2% | +$11.6K | 0.02% | 845 |
|
|
2014
Q2 | $629K | Buy |
34,264
+4,448
| +15% | +$81.7K | 0.02% | 895 |
|
|
2014
Q1 | $639K | Sell |
29,816
-200
| -0.7% | -$4.29K | 0.02% | 876 |
|
|
2013
Q4 | $589K | Buy |
+30,016
| New | +$589K | 0.02% | 994 |
|