IndexIQ Advisors’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 |
-8,983
| Closed | -$502K | – | 1328 |
|
|
2021
Q4 | $502K | Sell |
8,983
-581
| -6% | -$32.5K | 0.02% | 561 |
|
|
2021
Q3 | $493K | Buy |
9,564
+958
| +11% | +$49.4K | 0.02% | 565 |
|
|
2021
Q2 | $399K | Buy |
8,606
+187
| +2% | +$8.67K | 0.01% | 728 |
|
|
2021
Q1 | $396K | Sell |
8,419
-3,133
| -27% | -$147K | 0.01% | 814 |
|
|
2020
Q4 | $434K | Buy |
11,552
+1,192
| +12% | +$44.8K | 0.02% | 453 |
|
|
2020
Q3 | $241K | Buy |
10,360
+561
| +6% | +$13.1K | 0.01% | 510 |
|
|
2020
Q2 | $216K | Sell |
9,799
-352
| -3% | -$7.76K | 0.01% | 491 |
|
|
2020
Q1 | $184K | Buy |
+10,151
| New | +$184K | 0.01% | 585 |
|