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Kathleen S. Wright Associates’s Axos Financial AX Stock Holding History

Kathleen S. Wright Associates’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$32.4K Hold
426
– – 0.01% 170
2025
Q1 		$27.5K Hold
426
– – 0.01% 173
2024
Q4 		$29.8K Hold
426
– – 0.01% 174
2024
Q3 		$26.8K Buy
+426
New +$26.8K 0.01% 193