Elkfork Partners’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $241K | Hold |
8,712
| – | – | 0.01% | 776 |
|
|
2019
Q2 | $237K | Hold |
8,712
| – | – | 0.01% | 780 |
|
|
2019
Q1 | $252K | Hold |
8,712
| – | – | 0.01% | 747 |
|
|
2018
Q4 | $219K | Hold |
8,712
| – | – | 0.01% | 739 |
|
|
2018
Q3 | $300K | Buy |
8,712
+2,222
| +34% | +$76.5K | 0.01% | 745 |
|
|
2018
Q2 | $266K | Sell |
6,490
-3,190
| -33% | -$131K | 0.01% | 707 |
|
|
2018
Q1 | $392K | Sell |
9,680
-9,526
| -50% | -$386K | 0.01% | 598 |
|
|
2017
Q4 | $574K | Sell |
19,206
-32,120
| -63% | -$960K | 0.02% | 501 |
|
|
2017
Q3 | $1.46M | Sell |
51,326
-1,166
| -2% | -$33.2K | 0.04% | 278 |
|
|
2017
Q2 | $1.25M | Sell |
52,492
-5,170
| -9% | -$123K | 0.04% | 299 |
|
|
2017
Q1 | $1.51M | Sell |
57,662
-176
| -0.3% | -$4.6K | 0.05% | 274 |
|
|
2016
Q4 | $1.65M | Buy |
+57,838
| New | +$1.65M | 0.05% | 238 |
|