Sageworth Trust’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,159
| Closed | -$79.7K | – | 112 |
|
|
2023
Q1 | $79.7K | Hold |
2,159
| – | – | 0.01% | 120 |
|
|
2022
Q4 | $83K | Hold |
2,159
| – | – | 0.01% | 106 |
|
|
2022
Q3 | $74K | Sell |
2,159
-3,294
| -60% | -$113K | 0.01% | 100 |
|
|
2022
Q2 | $195K | Buy |
5,453
+5,386
| +8,039% | +$193K | 0.02% | 87 |
|
|
2022
Q1 | $3K | Hold |
67
| – | – | ﹤0.01% | 287 |
|
|
2021
Q4 | $4K | Sell |
67
-223
| -77% | -$13.3K | ﹤0.01% | 426 |
|
|
2021
Q3 | $15K | Hold |
290
| – | – | ﹤0.01% | 433 |
|
|
2021
Q2 | $13K | Buy |
+290
| New | +$13K | ﹤0.01% | 513 |
|