Mark Sheptoff Financial Planning’s Axos Financial AX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-350	Closed	-$12.9K	–	393
2023 Q1	$12.9K	Sell	350 -350	-50%	-$12.9K	0.01%	248
2022 Q4	$26.8K	Hold	700	–	–	0.02%	194
2022 Q3	$24K	Hold	700	–	–	0.01%	188
2022 Q2	$25K	Hold	700	–	–	0.01%	202
2022 Q1	$32K	Sell	700 -500	-42%	-$22.9K	0.02%	203
2021 Q4	$67K	Hold	1,200	–	–	0.03%	158
2021 Q3	$62K	Hold	1,200	–	–	0.03%	161
2021 Q2	$56K	Hold	1,200	–	–	0.03%	176
2021 Q1	$56K	Hold	1,200	–	–	0.03%	156
2020 Q4	$45K	Hold	1,200	–	–	0.03%	166
2020 Q3	$28K	Hold	1,200	–	–	0.02%	173
2020 Q2	$26K	Hold	1,200	–	–	0.02%	180
2020 Q1	$22K	Hold	1,200	–	–	0.02%	176
2019 Q4	$36K	Hold	1,200	–	–	0.02%	170
2019 Q3	$33K	Hold	1,200	–	–	0.02%	173
2019 Q2	$33K	Hold	1,200	–	–	0.02%	179
2019 Q1	$35K	Hold	1,200	–	–	0.03%	172
2018 Q4	$30K	Hold	1,200	–	–	0.02%	164
2018 Q3	$41K	Hold	1,200	–	–	0.03%	183
2018 Q2	$49K	Hold	1,200	–	–	0.04%	158
2018 Q1	$49K	Hold	1,200	–	–	0.03%	160
2017 Q4	$36K	Hold	1,200	–	–	0.02%	194
2017 Q3	$34K	Hold	1,200	–	–	0.02%	204
2017 Q2	$28K	Sell	1,200 -1	-0.1%	-$23	0.02%	208
2017 Q1	$31K	Buy	1,201 +1	+0.1%	+$26	0.02%	204
2016 Q4	$34K	Hold	1,200	–	–	0.03%	197
2016 Q3	$27K	Hold	1,200	–	–	0.02%	200
2016 Q2	$21K	Hold	1,200	–	–	0.02%	201
2016 Q1	$26K	Hold	1,200	–	–	0.02%	188
2015 Q4	$25K	Hold	1,200	–	–	0.02%	201
2015 Q3	$39K	Hold	1,200	–	–	0.03%	174
2015 Q2	$32K	Hold	1,200	–	–	0.03%	196
2015 Q1	$28K	Hold	1,200	–	–	0.02%	198
2014 Q4	$23K	Hold	1,200	–	–	0.02%	205
2014 Q3	$22K	Hold	1,200	–	–	0.02%	215
2014 Q2	$22K	Hold	1,200	–	–	0.02%	218
2014 Q1	$26K	Buy	+1,200	New	+$26K	0.02%	220