Tarbox Family Office’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-86
| Closed | -$4K | – | 198 |
|
|
2022
Q1 | $4K | Hold |
86
| – | – | ﹤0.01% | 569 |
|
|
2021
Q4 | $5K | Hold |
86
| – | – | ﹤0.01% | 588 |
|
|
2021
Q3 | $4K | Hold |
86
| – | – | ﹤0.01% | 683 |
|
|
2021
Q2 | $4K | Hold |
86
| – | – | ﹤0.01% | 686 |
|
|
2021
Q1 | $4K | Hold |
86
| – | – | ﹤0.01% | 613 |
|
|
2020
Q4 | $3K | Hold |
86
| – | – | ﹤0.01% | 653 |
|
|
2020
Q3 | $2K | Hold |
86
| – | – | ﹤0.01% | 717 |
|
|
2020
Q2 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 712 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$2K | – | 1123 |
|
|
2019
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 764 |
|
|
2019
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 868 |
|
|
2019
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 890 |
|