IPG Investment Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15,500
| Closed | -$634K | – | 170 |
|
|
2018
Q2 | $634K | Buy |
+15,500
| New | +$634K | 0.22% | 72 |
|
|
2017
Q3 | – | Sell |
-13,500
| Closed | -$320K | – | 143 |
|
|
2017
Q2 | $320K | Buy |
+13,500
| New | +$320K | 0.13% | 87 |
|
|
2015
Q3 | – | Sell |
-38,260
| Closed | -$1.01M | – | 129 |
|
|
2015
Q2 | $1.01M | Sell |
38,260
-1,300
| -3% | -$34.4K | 0.37% | 56 |
|
|
2015
Q1 | $920K | Buy |
39,560
+23,260
| +143% | +$541K | 0.35% | 55 |
|
|
2014
Q4 | $317K | Buy |
+16,300
| New | +$317K | 0.12% | 83 |
|
|
2014
Q3 | – | Sell |
-30,400
| Closed | -$558K | – | 110 |
|
|
2014
Q2 | $558K | Buy |
+30,400
| New | +$558K | 0.24% | 50 |
|