Cetera Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,810
| Closed | -$223K | – | 1360 |
|
|
2022
Q1 | $223K | Hold |
4,810
| – | – | ﹤0.01% | 1261 |
|
|
2021
Q4 | $269K | Hold |
4,810
| – | – | 0.01% | 1172 |
|
|
2021
Q3 | $248K | Sell |
4,810
-500
| -9% | -$25.8K | ﹤0.01% | 1202 |
|
|
2021
Q2 | $246K | Hold |
5,310
| – | – | 0.01% | 1140 |
|
|
2021
Q1 | $250K | Sell |
5,310
-1,000
| -16% | -$47.1K | 0.01% | 1040 |
|
|
2020
Q4 | $237K | Buy |
+6,310
| New | +$237K | 0.01% | 916 |
|