Clear Harbor Asset Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-19,840
| Closed | -$364K | – | 215 |
|
|
2014
Q2 | $364K | Hold |
19,840
| – | – | 0.08% | 152 |
|
|
2014
Q1 | $425K | Sell |
19,840
-3,520
| -15% | -$75.4K | 0.1% | 148 |
|
|
2013
Q4 | $458K | Hold |
23,360
| – | – | 0.12% | 121 |
|
|
2013
Q3 | $379K | Sell |
23,360
-25,200
| -52% | -$409K | 0.1% | 123 |
|
|
2013
Q2 | $556K | Buy |
+48,560
| New | +$556K | 0.16% | 96 |
|