Schroder Investment Management Group’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,772
| Closed | -$105K | – | 1344 |
|
|
2014
Q3 | $105K | Hold |
5,772
| – | – | ﹤0.01% | 1217 |
|
|
2014
Q2 | $106K | Hold |
5,772
| – | – | ﹤0.01% | 1190 |
|
|
2014
Q1 | $124K | Buy |
5,772
+932
| +19% | +$20K | ﹤0.01% | 1217 |
|
|
2013
Q4 | $94.9K | Hold |
4,840
| – | – | ﹤0.01% | 1295 |
|
|
2013
Q3 | $78.4K | Buy |
+4,840
| New | +$78.4K | ﹤0.01% | 1309 |
|