Duality Advisers’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,434
| Closed | -$564K | – | 50 |
|
|
2024
Q1 | $564K | Sell |
10,434
-5,076
| -33% | -$274K | 0.06% | 442 |
|
|
2023
Q4 | $847K | Sell |
15,510
-7,222
| -32% | -$394K | 0.09% | 336 |
|
|
2023
Q3 | $861K | Sell |
22,732
-3,778
| -14% | -$143K | 0.1% | 318 |
|
|
2023
Q2 | $1.05M | Buy |
26,510
+11,362
| +75% | +$448K | 0.13% | 280 |
|
|
2023
Q1 | $559K | Buy |
+15,148
| New | +$559K | 0.06% | 391 |
|
|
2022
Q4 | – | Sell |
-22,692
| Closed | -$777K | – | 585 |
|
|
2022
Q3 | $777K | Buy |
22,692
+9,490
| +72% | +$325K | 0.08% | 349 |
|
|
2022
Q2 | $473K | Buy |
+13,202
| New | +$473K | 0.05% | 474 |
|