Financial Architects (New Jersey)’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,200
| Closed | -$28K | – | 1381 |
|
|
2017
Q2 | $28K | Hold |
1,200
| – | – | 0.01% | 767 |
|
|
2017
Q1 | $31K | Hold |
1,200
| – | – | 0.01% | 720 |
|
|
2016
Q4 | $34K | Hold |
1,200
| – | – | 0.01% | 677 |
|
|
2016
Q3 | $27K | Hold |
1,200
| – | – | 0.01% | 751 |
|
|
2016
Q2 | $21K | Hold |
1,200
| – | – | 0.01% | 759 |
|
|
2016
Q1 | $26K | Buy |
+1,200
| New | +$26K | 0.01% | 520 |
|
|
2015
Q3 | – | Sell |
-1,200
| Closed | -$32K | – | 260 |
|
|
2015
Q2 | $32K | Hold |
1,200
| – | – | 0.01% | 512 |
|
|
2015
Q1 | $28K | Sell |
1,200
-304
| -20% | -$7.09K | 0.01% | 499 |
|
|
2014
Q4 | $29K | Hold |
1,504
| – | – | 0.01% | 441 |
|
|
2014
Q3 | $27K | Hold |
1,504
| – | – | 0.01% | 409 |
|
|
2014
Q2 | $28K | Buy |
+1,504
| New | +$28K | 0.01% | 420 |
|
|
2013
Q4 | – | Sell |
-1,504
| Closed | -$24K | – | 183 |
|
|
2013
Q3 | $24K | Buy |
+1,504
| New | +$24K | 0.02% | 348 |
|