Riverhead Capital Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $124K | Hold |
4,471
| – | – | ﹤0.01% | 1276 |
|
|
2019
Q2 | $122K | Hold |
4,471
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q1 | $129K | Hold |
4,471
| – | – | 0.01% | 1258 |
|
|
2018
Q4 | $113K | Hold |
4,471
| – | – | 0.01% | 1268 |
|
|
2018
Q3 | $154K | Buy |
4,471
+1,100
| +33% | +$37.9K | 0.01% | 1284 |
|
|
2018
Q2 | $138K | Hold |
3,371
| – | – | 0.01% | 1242 |
|
|
2018
Q1 | $137K | Buy |
3,371
+100
| +3% | +$4.06K | 0.01% | 1228 |
|
|
2017
Q4 | $98K | Sell |
3,271
-1,300
| -28% | -$38.9K | ﹤0.01% | 1349 |
|
|
2017
Q3 | $130K | Buy |
4,571
+642
| +16% | +$18.3K | 0.01% | 1184 |
|
|
2017
Q2 | $93K | Buy |
3,929
+1,129
| +40% | +$26.7K | ﹤0.01% | 1245 |
|
|
2017
Q1 | $73K | Sell |
2,800
-100
| -3% | -$2.61K | ﹤0.01% | 1113 |
|
|
2016
Q4 | $83K | Hold |
2,900
| – | – | 0.01% | 1050 |
|
|
2016
Q3 | $65K | Sell |
2,900
-10,124
| -78% | -$227K | ﹤0.01% | 1080 |
|
|
2016
Q2 | $363K | Buy |
13,024
+1,561
| +14% | +$43.5K | 0.01% | 685 |
|
|
2016
Q1 | $245K | Sell |
11,463
-1,637
| -12% | -$35K | ﹤0.01% | 1184 |
|
|
2015
Q4 | $276K | Buy |
13,100
+9,900
| +309% | +$209K | ﹤0.01% | 1164 |
|
|
2015
Q3 | $103K | Buy |
+3,200
| New | +$103K | ﹤0.01% | 1069 |
|