RCG
Ruggie Capital Group’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-36
| Closed | -$1K | – | 113 |
|
|
2019
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 254 |
|
|
2016
Q3 | – | Sell |
-448
| Closed | -$8K | – | 186 |
|
|
2016
Q2 | $8K | Hold |
448
| – | – | 0.01% | 155 |
|
|
2016
Q1 | $10K | Buy |
+448
| New | +$10K | 0.01% | 128 |
|
|
2015
Q4 | – | Sell |
-112
| Closed | -$11K | – | 18 |
|
|
2015
Q3 | $11K | Hold |
112
| – | – | 0.01% | 130 |
|
|
2015
Q2 | $12K | Hold |
112
| – | – | 0.01% | 169 |
|
|
2015
Q1 | $10K | Hold |
112
| – | – | 0.01% | 136 |
|
|
2014
Q4 | $9K | Buy |
+112
| New | +$9K | 0.01% | 151 |
|