Marshall Wace North America’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,017
| Closed | -$164K | – | 1158 |
|
|
2020
Q1 | $164K | Buy |
+9,017
| New | +$164K | ﹤0.01% | 928 |
|
|
2019
Q1 | – | Sell |
-4,056
| Closed | -$102K | – | 1549 |
|
|
2018
Q4 | $102K | Sell |
4,056
-9,509
| -70% | -$239K | ﹤0.01% | 1078 |
|
|
2018
Q3 | $465K | Buy |
+13,565
| New | +$465K | ﹤0.01% | 714 |
|
|
2013
Q4 | $2.37M | Buy |
120,628
+103,800
| +617% | +$2.04M | 0.05% | 269 |
|
|
2013
Q3 | $273K | Sell |
16,828
-105,744
| -86% | -$1.72M | 0.01% | 526 |
|
|
2013
Q2 | $1.4M | Buy |
+122,572
| New | +$1.4M | 0.11% | 199 |
|