Continental Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Hold |
0
| – | – | – | 65 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 64 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 65 |
|
|
2016
Q1 | – | Sell |
-60,000
| Closed | -$1.26M | – | 96 |
|
|
2015
Q4 | $1.26M | Buy |
+60,000
| New | +$1.26M | 0.32% | 58 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 101 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 83 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 86 |
|
|
2014
Q3 | – | Sell |
-118,000
| Closed | -$2.17M | – | 87 |
|
|
2014
Q2 | $2.17M | Buy |
+118,000
| New | +$2.17M | 0.5% | 36 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 77 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 77 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 76 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 70 |
|