Rock Creek Group’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-41,897
| Closed | -$1.57M | – | 228 |
|
|
2020
Q4 | $1.57M | Sell |
41,897
-18,103
| -30% | -$679K | 0.64% | 38 |
|
|
2020
Q3 | $1.4M | Buy |
60,000
+45,000
| +300% | +$1.05M | 0.72% | 42 |
|
|
2020
Q2 | $331K | Sell |
15,000
-55,000
| -79% | -$1.21M | 0.18% | 107 |
|
|
2020
Q1 | $1.27M | Sell |
70,000
-10,000
| -13% | -$181K | 0.7% | 42 |
|
|
2019
Q4 | $2.42M | Buy |
80,000
+800
| +1% | +$24.2K | 0.97% | 20 |
|
|
2019
Q3 | $2.19M | Buy |
79,200
+59,200
| +296% | +$1.64M | 1.04% | 23 |
|
|
2019
Q2 | $545K | Buy |
+20,000
| New | +$545K | 0.25% | 77 |
|