Massachusetts Financial Services’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,799
| Closed | -$262K | – | 841 |
|
|
2023
Q4 | $262K | Buy |
+4,799
| New | +$262K | ﹤0.01% | 822 |
|
|
2016
Q4 | – | Sell |
-39,540
| Closed | -$886K | – | 853 |
|
|
2016
Q3 | $886K | Buy |
39,540
+9,162
| +30% | +$205K | ﹤0.01% | 772 |
|
|
2016
Q2 | $538K | Sell |
30,378
-1,885
| -6% | -$33.4K | ﹤0.01% | 780 |
|
|
2016
Q1 | $688K | Sell |
32,263
-1,257
| -4% | -$26.8K | ﹤0.01% | 750 |
|
|
2015
Q4 | $706K | Buy |
+33,520
| New | +$706K | ﹤0.01% | 760 |
|