Hanseatic Management Services’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,952
| Closed | -$109K | – | 143 |
|
2021
Q4 | $109K | Buy |
1,952
+164
| +9% | +$9.16K | 0.18% | 59 |
|
2021
Q3 | $92K | Buy |
1,788
+341
| +24% | +$17.5K | 0.16% | 61 |
|
2021
Q2 | $67K | Hold |
1,447
| – | – | 0.13% | 63 |
|
2021
Q1 | $68K | Hold |
1,447
| – | – | 0.14% | 61 |
|
2020
Q4 | $54K | Buy |
+1,447
| New | +$54K | 0.12% | 70 |
|
2015
Q4 | – | Sell |
-52,720
| Closed | -$1.7M | – | 308 |
|
2015
Q3 | $1.7M | Buy |
52,720
+52,684
| +146,344% | +$1.7M | 0.53% | 71 |
|
2015
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 329 |
|