MLM
Mount Lucas Management’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,026
| Closed | -$157K | – | 142 |
|
|
2016
Q3 | $157K | Sell |
7,026
-198
| -3% | -$4.42K | 0.03% | 127 |
|
|
2016
Q2 | $128K | Sell |
7,224
-937
| -11% | -$16.6K | 0.02% | 109 |
|
|
2016
Q1 | $174K | Buy |
8,161
+763
| +10% | +$16.3K | 0.03% | 84 |
|
|
2015
Q4 | $156K | Buy |
+7,398
| New | +$156K | 0.02% | 83 |
|
|
2014
Q4 | – | Sell |
-2,678
| Closed | -$195K | – | 86 |
|
|
2014
Q3 | $195K | Buy |
2,678
+224
| +9% | +$16.3K | 0.03% | 80 |
|
|
2014
Q2 | $180K | Sell |
2,454
-761
| -24% | -$55.8K | 0.02% | 98 |
|
|
2014
Q1 | $276K | Sell |
3,215
-95
| -3% | -$8.16K | 0.04% | 70 |
|
|
2013
Q4 | $260K | Buy |
+3,310
| New | +$260K | 0.06% | 80 |
|