Piedmont Investment Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13,740
| Closed | -$398K | – | 972 |
|
|
2019
Q1 | $398K | Buy |
13,740
+515
| +4% | +$14.9K | 0.02% | 645 |
|
|
2018
Q4 | $333K | Buy |
13,225
+439
| +3% | +$11.1K | 0.02% | 655 |
|
|
2018
Q3 | $440K | Sell |
12,786
-114
| -0.9% | -$3.92K | 0.02% | 593 |
|
|
2018
Q2 | $528K | Buy |
12,900
+1,145
| +10% | +$46.9K | 0.03% | 424 |
|
|
2018
Q1 | $476K | Buy |
11,755
+241
| +2% | +$9.76K | 0.01% | 430 |
|
|
2017
Q4 | $344K | Sell |
11,514
-679
| -6% | -$20.3K | 0.01% | 518 |
|
|
2017
Q3 | $347K | Sell |
12,193
-280
| -2% | -$7.97K | 0.01% | 527 |
|
|
2017
Q2 | $296K | Buy |
+12,473
| New | +$296K | 0.01% | 564 |
|
|
2017
Q1 | – | Sell |
-3,825
| Closed | -$109K | – | 432 |
|
|
2016
Q4 | $109K | Sell |
3,825
-6,356
| -62% | -$181K | ﹤0.01% | 394 |
|
|
2016
Q3 | $228K | Buy |
10,181
+9,976
| +4,866% | +$223K | 0.01% | 365 |
|
|
2016
Q2 | $3.63K | Buy |
205
+31
| +18% | +$549 | ﹤0.01% | 279 |
|
|
2016
Q1 | $3.71K | Buy |
174
+26
| +18% | +$555 | ﹤0.01% | 284 |
|
|
2015
Q4 | $3.12K | Buy |
+148
| New | +$3.12K | ﹤0.01% | 288 |
|