Mesirow Financial Investment Management - Fixed Income’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-209,053
| Closed | -$6.33M | – | 123 |
|
|
2019
Q4 | $6.33M | Sell |
209,053
-4,250
| -2% | -$129K | 0.98% | 60 |
|
|
2019
Q3 | $5.9M | Sell |
213,303
-24,955
| -10% | -$690K | 0.98% | 64 |
|
|
2019
Q2 | $6.49M | Buy |
238,258
+36,945
| +18% | +$1.01M | 1.01% | 63 |
|
|
2019
Q1 | $5.83M | Sell |
201,313
-68,590
| -25% | -$1.99M | 0.9% | 63 |
|
|
2018
Q4 | $6.8M | Sell |
269,903
-19,005
| -7% | -$479K | 0.91% | 67 |
|
|
2018
Q3 | $9.93M | Sell |
288,908
-6,020
| -2% | -$207K | 0.9% | 72 |
|
|
2018
Q2 | $12.1M | Buy |
294,928
+5,815
| +2% | +$238K | 1.11% | 53 |
|
|
2018
Q1 | $11.7M | Sell |
289,113
-446,330
| -61% | -$18.1M | 1.15% | 52 |
|
|
2017
Q4 | $22M | Buy |
+735,443
| New | +$22M | 1.55% | 5 |
|