Ergoteles’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 |
-6,298
| Closed | -$248K | – | 102 |
|
|
2023
Q2 | $248K | Buy |
+6,298
| New | +$248K | 0.01% | 813 |
|
|
2022
Q4 | – | Sell |
-15,124
| Closed | -$518K | – | 1447 |
|
|
2022
Q3 | $518K | Buy |
+15,124
| New | +$518K | 0.02% | 747 |
|
|
2021
Q3 | – | Sell |
-7,600
| Closed | -$353K | – | 1205 |
|
|
2021
Q2 | $353K | Buy |
+7,600
| New | +$353K | 0.01% | 991 |
|
|
2021
Q1 | – | Sell |
-8,923
| Closed | -$335K | – | 799 |
|
|
2020
Q4 | $335K | Buy |
+8,923
| New | +$335K | 0.01% | 515 |
|