Capstone Investment Advisors’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,093
| Closed | -$223K | – | 1333 |
|
|
2023
Q4 | $223K | Buy |
+4,093
| New | +$223K | ﹤0.01% | 808 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 314 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 437 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 380 |
|
|
2017
Q2 | – | Sell |
-9,900
| Closed | -$258K | – | 543 |
|
|
2017
Q1 | $258K | Buy |
+9,900
| New | +$258K | 0.01% | 580 |
|