Sargent Bickham Lagudis’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$22K | – | 789 |
|
|
2020
Q2 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 470 |
|
|
2020
Q1 | $18K | Sell |
1,000
-800
| -44% | -$14.4K | ﹤0.01% | 479 |
|
|
2019
Q4 | $55K | Buy |
1,800
+1,000
| +125% | +$30.6K | 0.01% | 364 |
|
|
2019
Q3 | $22K | Hold |
800
| – | – | ﹤0.01% | 460 |
|
|
2019
Q2 | $22K | Sell |
800
-1,700
| -68% | -$46.8K | ﹤0.01% | 474 |
|
|
2019
Q1 | $72K | Buy |
+2,500
| New | +$72K | 0.01% | 325 |
|