SWA
Sutton Wealth Advisors’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,264
| Closed | -$48.3K | – | 875 |
|
|
2022
Q4 | $48.3K | Buy |
1,264
+2
| +0.2% | +$76 | 0.02% | 398 |
|
|
2022
Q3 | $43.2K | Sell |
1,262
-23
| -2% | -$787 | 0.02% | 410 |
|
|
2022
Q2 | $46.1K | Buy |
1,285
+351
| +38% | +$12.6K | 0.02% | 404 |
|
|
2022
Q1 | $43.3K | Buy |
934
+12
| +1% | +$557 | 0.01% | 446 |
|
|
2021
Q4 | $51.5K | Buy |
922
+12
| +1% | +$671 | 0.02% | 403 |
|
|
2021
Q3 | $46.9K | Hold |
910
| – | – | 0.02% | 410 |
|
|
2021
Q2 | $42.2K | Hold |
910
| – | – | 0.02% | 453 |
|
|
2021
Q1 | $42.8K | Hold |
910
| – | – | 0.02% | 433 |
|
|
2020
Q4 | $34.2K | Hold |
910
| – | – | 0.01% | 462 |
|
|
2020
Q3 | $21.2K | Hold |
910
| – | – | 0.01% | 530 |
|
|
2020
Q2 | $20.1K | Hold |
910
| – | – | 0.01% | 530 |
|
|
2020
Q1 | $16.5K | Sell |
910
-360
| -28% | -$6.53K | 0.01% | 524 |
|
|
2019
Q4 | $38.5K | Hold |
1,270
| – | – | 0.02% | 384 |
|
|
2019
Q3 | $35.1K | Hold |
1,270
| – | – | 0.02% | 401 |
|
|
2019
Q2 | $34.6K | Hold |
1,270
| – | – | 0.02% | 410 |
|
|
2019
Q1 | $36.8K | Buy |
1,270
+360
| +40% | +$10.4K | 0.02% | 380 |
|
|
2018
Q4 | $22.9K | Hold |
910
| – | – | 0.01% | 482 |
|
|
2018
Q3 | $31.3K | Hold |
910
| – | – | 0.02% | 424 |
|
|
2018
Q2 | $37.2K | Hold |
910
| – | – | 0.03% | 370 |
|
|
2018
Q1 | $36.9K | Hold |
910
| – | – | 0.03% | 359 |
|
|
2017
Q4 | $27.2K | Hold |
910
| – | – | 0.02% | 449 |
|
|
2017
Q3 | $25.9K | Hold |
910
| – | – | 0.02% | 459 |
|
|
2017
Q2 | $21.6K | Hold |
910
| – | – | 0.02% | 491 |
|
|
2017
Q1 | $23.8K | Hold |
910
| – | – | 0.02% | 451 |
|
|
2016
Q4 | $26K | Hold |
910
| – | – | 0.02% | 413 |
|
|
2016
Q3 | $20.4K | Hold |
910
| – | – | 0.02% | 455 |
|
|
2016
Q2 | $16.1K | Buy |
910
+344
| +61% | +$6.09K | 0.02% | 504 |
|
|
2016
Q1 | $12.1K | Buy |
+566
| New | +$12.1K | 0.01% | 560 |
|