Hennessy Advisors Inc’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-70,000
| Closed | -$2.41M | – | 273 |
|
|
2018
Q3 | $2.41M | Sell |
70,000
-25,000
| -26% | -$860K | 0.09% | 234 |
|
|
2018
Q2 | $3.89M | Buy |
95,000
+5,000
| +6% | +$205K | 0.13% | 166 |
|
|
2018
Q1 | $3.65M | Sell |
90,000
-30,000
| -25% | -$1.22M | 0.12% | 193 |
|
|
2017
Q4 | $3.59M | Buy |
+120,000
| New | +$3.59M | 0.11% | 181 |
|