Ranch Capital Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-200
| Closed | -$10K | – | 188 |
|
|
2021
Q3 | $10K | Buy |
+200
| New | +$10K | 0.01% | 464 |
|
|
2021
Q2 | – | Sell |
-215
| Closed | -$10K | – | 661 |
|
|
2021
Q1 | $10K | Sell |
215
-100
| -32% | -$4.65K | 0.01% | 627 |
|
|
2020
Q4 | $11K | Buy |
+315
| New | +$11K | 0.01% | 598 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$4K | – | 919 |
|
|
2020
Q1 | $4K | Hold |
250
| – | – | ﹤0.01% | 729 |
|
|
2019
Q4 | $8K | Buy |
+250
| New | +$8K | 0.01% | 712 |
|