Carmel Capital Partners’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,682
| Closed | -$294K | – | 146 |
|
|
2024
Q3 | $294K | Sell |
4,682
-119
| -2% | -$7.48K | 0.11% | 129 |
|
|
2024
Q2 | $274K | Hold |
4,801
| – | – | 0.12% | 122 |
|
|
2024
Q1 | $259K | Hold |
4,801
| – | – | 0.11% | 129 |
|
|
2023
Q4 | $262K | Buy |
4,801
+4,012
| +508% | +$219K | 0.13% | 122 |
|
|
2023
Q3 | $29.9K | Buy |
+789
| New | +$29.9K | 0.01% | 298 |
|