Rothschild & Co Asset Management US’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-59,586
| Closed | -$1.7M | – | 349 |
|
|
2017
Q3 | $1.7M | Sell |
59,586
-1,296
| -2% | -$36.9K | 0.02% | 312 |
|
|
2017
Q2 | $1.44M | Sell |
60,882
-2,760
| -4% | -$65.5K | 0.02% | 348 |
|
|
2017
Q1 | $1.66M | Sell |
63,642
-4,723
| -7% | -$123K | 0.02% | 336 |
|
|
2016
Q4 | $1.95M | Buy |
68,365
+56,584
| +480% | +$1.62M | 0.02% | 337 |
|
|
2016
Q3 | $264K | Buy |
11,781
+298
| +3% | +$6.68K | ﹤0.01% | 520 |
|
|
2016
Q2 | $203K | Buy |
+11,483
| New | +$203K | ﹤0.01% | 554 |
|