Highland Private Wealth Management’s Axos Financial AX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-58,415
Closed -$773K 132
2019
Q3
$773K Sell
58,415
-2,175
-4% -$28.8K 0.22% 44
2019
Q2
$783K Buy
60,590
+1,982
+3% +$25.6K 0.22% 44
2019
Q1
$736K Sell
58,608
-1,087
-2% -$13.7K 0.23% 44
2018
Q4
$728K Buy
+59,695
New +$728K 0.27% 34