Endurance Wealth Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-200
| Closed | -$8K | – | 646 |
|
|
2020
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 509 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 526 |
|
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 519 |
|
|
2020
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 481 |
|
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 447 |
|
|
2019
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 443 |
|
|
2019
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 415 |
|
|
2019
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 410 |
|
|
2018
Q4 | $5K | Sell |
200
-350
| -64% | -$8.75K | ﹤0.01% | 413 |
|
|
2018
Q3 | $19K | Buy |
550
+350
| +175% | +$12.1K | ﹤0.01% | 345 |
|
|
2018
Q2 | $8K | Sell |
200
-5,495
| -96% | -$220K | ﹤0.01% | 412 |
|
|
2018
Q1 | $231K | Sell |
5,695
-400
| -7% | -$16.2K | 0.04% | 164 |
|
|
2017
Q4 | $182K | Sell |
6,095
-1,320
| -18% | -$39.4K | 0.03% | 177 |
|
|
2017
Q3 | $211K | Sell |
7,415
-48
| -0.6% | -$1.37K | 0.04% | 168 |
|
|
2017
Q2 | $177K | Buy |
7,463
+775
| +12% | +$18.4K | 0.03% | 176 |
|
|
2017
Q1 | $174K | Buy |
6,688
+400
| +6% | +$10.4K | 0.03% | 178 |
|
|
2016
Q4 | $180K | Buy |
6,288
+404
| +7% | +$11.6K | 0.03% | 175 |
|
|
2016
Q3 | $136K | Sell |
5,884
-1,400
| -19% | -$32.4K | 0.02% | 196 |
|
|
2016
Q2 | $129K | Buy |
7,284
+1,800
| +33% | +$31.9K | 0.02% | 190 |
|
|
2016
Q1 | $117 | Sell |
5,484
-472
| -8% | -$10 | 0.02% | 204 |
|
|
2015
Q4 | $125K | Buy |
5,956
+1,384
| +30% | +$29K | 0.02% | 196 |
|
|
2015
Q3 | $163K | Buy |
4,572
+492
| +12% | +$17.5K | 0.03% | 187 |
|
|
2015
Q2 | $108K | Buy |
+4,080
| New | +$108K | 0.02% | 210 |
|