Disciplined Investments’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 |
-14
| Closed | -$552 | – | 231 |
|
|
2023
Q2 | $552 | Hold |
14
| – | – | ﹤0.01% | 1193 |
|
|
2023
Q1 | $517 | Hold |
14
| – | – | ﹤0.01% | 1213 |
|
|
2022
Q4 | $535 | Buy |
14
+5
| +56% | +$191 | ﹤0.01% | 1174 |
|
|
2022
Q3 | $0 | Sell |
9
-5
| -36% | – | ﹤0.01% | 1229 |
|
|
2022
Q2 | $1K | Buy |
14
+1
| +8% | +$71 | ﹤0.01% | 809 |
|
|
2022
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 869 |
|