Summit Trail Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,288
| Closed | -$423K | – | 126 |
|
|
2018
Q3 | $423K | Buy |
12,288
+2,851
| +30% | +$98.1K | 0.09% | 119 |
|
|
2018
Q2 | $386K | Sell |
9,437
-32,773
| -78% | -$1.34M | 0.14% | 87 |
|
|
2018
Q1 | $1.35M | Buy |
42,210
+3,932
| +10% | +$126K | 0.23% | 99 |
|
|
2017
Q4 | $1.25M | Buy |
+38,278
| New | +$1.25M | 0.16% | 128 |
|