Gerstein Fisher’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-42,820
| Closed | -$786K | – | 384 |
|
|
2014
Q2 | $786K | Hold |
42,820
| – | – | 0.15% | 123 |
|
|
2014
Q1 | $918K | Sell |
42,820
-132,524
| -76% | -$2.84M | 0.18% | 103 |
|
|
2013
Q4 | $18.6M | Buy |
175,344
+44,972
| +34% | +$4.77M | 0.69% | 37 |
|
|
2013
Q3 | $2.11M | Buy |
+130,372
| New | +$2.11M | 0.46% | 30 |
|