Denali Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-80,900
| Closed | -$3.75M | – | 382 |
|
|
2022
Q1 | $3.75M | Buy |
80,900
+4,100
| +5% | +$190K | 1.45% | 25 |
|
|
2021
Q4 | $4.29M | Buy |
76,800
+9,800
| +15% | +$548K | 1.61% | 11 |
|
|
2021
Q3 | $3.45M | Buy |
+67,000
| New | +$3.45M | 1.44% | 24 |
|
|
2021
Q1 | – | Sell |
-77,300
| Closed | -$2.9M | – | 370 |
|
|
2020
Q4 | $2.9M | Buy |
77,300
+8,400
| +12% | +$315K | 0.5% | 77 |
|
|
2020
Q3 | $1.61M | Buy |
+68,900
| New | +$1.61M | 0.32% | 104 |
|