Clearview Wealth Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$197 | – | 156 |
|
|
2023
Q2 | $197 | Hold |
5
| – | – | ﹤0.01% | 662 |
|
|
2023
Q1 | $185 | Hold |
5
| – | – | ﹤0.01% | 651 |
|
|
2022
Q4 | $191 | Hold |
5
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 578 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 583 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 607 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 612 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 650 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 641 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 607 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 567 |
|