Independent Portfolio Consultants’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-11,215
| Closed | -$199K | – | 711 |
|
|
2016
Q2 | $199K | Buy |
+11,215
| New | +$199K | 0.06% | 332 |
|
|
2015
Q4 | – | Sell |
-5,020
| Closed | -$162K | – | 757 |
|
|
2015
Q3 | $162K | Sell |
5,020
-680
| -12% | -$21.9K | 0.04% | 377 |
|
|
2015
Q2 | $151K | Buy |
5,700
+1,380
| +32% | +$36.6K | 0.03% | 416 |
|
|
2015
Q1 | $100K | Buy |
4,320
+60
| +1% | +$1.39K | 0.02% | 479 |
|
|
2014
Q4 | $83K | Buy |
4,260
+1,700
| +66% | +$33.1K | 0.02% | 551 |
|
|
2014
Q3 | $47K | Buy |
+2,560
| New | +$47K | 0.01% | 636 |
|