Schubert & Co’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 |
-39
| Closed | -$1.44K | – | 163 |
|
|
2023
Q1 | $1.44K | Buy |
39
+1
| +3% | +$37 | ﹤0.01% | 1045 |
|
|
2022
Q4 | $1.45K | Sell |
38
-5
| -12% | -$191 | ﹤0.01% | 1031 |
|
|
2022
Q3 | $1K | Buy |
43
+12
| +39% | +$279 | ﹤0.01% | 1003 |
|
|
2022
Q2 | $1K | Buy |
31
+16
| +107% | +$516 | ﹤0.01% | 989 |
|
|
2022
Q1 | $1K | Buy |
15
+3
| +25% | +$200 | ﹤0.01% | 576 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 524 |
|