Oppenheimer & Co’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-15,490
| Closed | -$405K | – | 1302 |
|
|
2017
Q1 | $405K | Buy |
15,490
+640
| +4% | +$16.7K | 0.01% | 878 |
|
|
2016
Q4 | $424K | Buy |
+14,850
| New | +$424K | 0.01% | 859 |
|
|
2015
Q4 | – | Sell |
-10,064
| Closed | -$324K | – | 1284 |
|
|
2015
Q3 | $324K | Sell |
10,064
-1,948
| -16% | -$62.7K | 0.01% | 968 |
|
|
2015
Q2 | $317K | Buy |
12,012
+64
| +0.5% | +$1.69K | 0.01% | 1071 |
|
|
2015
Q1 | $278K | Buy |
+11,948
| New | +$278K | 0.01% | 1136 |
|