Spectrum Advisory Services’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.77M | Sell |
129,842
-5,508
| -4% | -$118K | 1.09% | 30 |
|
|
2015
Q4 | $2.85M | Buy |
135,350
+1,490
| +1% | +$31.4K | 1.14% | 28 |
|
|
2015
Q3 | $4.31M | Sell |
133,860
-2,556
| -2% | -$82.3K | 1.79% | 12 |
|
|
2015
Q2 | $3.61M | Sell |
136,416
-7,028
| -5% | -$186K | 1.37% | 21 |
|
|
2015
Q1 | $3.34M | Sell |
143,444
-2,600
| -2% | -$60.5K | 1.18% | 28 |
|
|
2014
Q4 | $2.84M | Buy |
146,044
+5,200
| +4% | +$101K | 0.99% | 34 |
|
|
2014
Q3 | $2.56M | Hold |
140,844
| – | – | 0.93% | 34 |
|
|
2014
Q2 | $2.59M | Sell |
140,844
-2,800
| -2% | -$51.4K | 0.89% | 38 |
|
|
2014
Q1 | $3.08M | Sell |
143,644
-38,696
| -21% | -$829K | 1.1% | 29 |
|
|
2013
Q4 | $3.58M | Sell |
182,340
-14,600
| -7% | -$286K | 1.27% | 20 |
|
|
2013
Q3 | $3.19M | Sell |
196,940
-56,800
| -22% | -$920K | 1.23% | 23 |
|
|
2013
Q2 | $2.91M | Buy |
+253,740
| New | +$2.91M | 1.17% | 28 |
|