Cottage Street 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 | – | Sell |
-34,200
| Closed | -$1.4M | – | 96 |
|
|
2018
Q2 | $1.4M | Buy |
34,200
+2,000
| +6% | +$81.8K | 0.82% | 39 |
|
|
2018
Q1 | $1.31M | Buy |
32,200
+11,300
| +54% | +$458K | 0.8% | 44 |
|
|
2017
Q4 | $625K | Buy |
20,900
+4,900
| +31% | +$147K | 0.37% | 57 |
|
|
2017
Q3 | $456K | Buy |
+16,000
| New | +$456K | 0.29% | 61 |
|