Plante Moran Financial Advisors’s Axos Financial AX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-150
Closed -$3K 884
2020
Q3
$3K Buy
+150
New +$3K ﹤0.01% 739
2016
Q1
Sell
-68
Closed -$1K 862
2015
Q4
$1K Buy
+68
New +$1K ﹤0.01% 896