Coe Capital Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-20,000
| Closed | -$427K | – | 241 |
|
|
2016
Q1 | $427K | Sell |
20,000
-113,425
| -85% | -$2.42M | 0.14% | 165 |
|
|
2015
Q4 | $2.81M | Buy |
+133,425
| New | +$2.81M | 1.12% | 17 |
|
|
2013
Q3 | – | Sell |
-40,000
| Closed | -$458K | – | 113 |
|
|
2013
Q2 | $458K | Buy |
+40,000
| New | +$458K | 0.18% | 139 |
|