MBM Wealth Consultants’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-907
| Closed | -$20K | – | 227 |
|
|
2020
Q2 | $20K | Hold |
907
| – | – | 0.01% | 152 |
|
|
2020
Q1 | $16K | Hold |
907
| – | – | 0.01% | 144 |
|
|
2019
Q4 | $27K | Hold |
907
| – | – | 0.02% | 141 |
|
|
2019
Q3 | $25K | Hold |
907
| – | – | 0.02% | 138 |
|
|
2019
Q2 | $25K | Hold |
907
| – | – | 0.02% | 140 |
|
|
2019
Q1 | $26K | Buy |
+907
| New | +$26K | 0.02% | 139 |
|