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Sullivan, Bruyette, Speros & Blaney’s Axos Financial AX Stock Holding History

Sullivan, Bruyette, Speros & Blaney’s Portfolio AX Stock Details AX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$269K Buy
5,712
+1,400
+32% +$65.9K 0.01% 252
2020
Q4 		$162K Hold
4,312
– – 0.01% 314
2020
Q3 		$101K Buy
+4,312
New +$101K 0.01% 346