TCI Wealth Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-402
| Closed | -$14.8K | – | 391 |
|
|
2023
Q1 | $14.8K | Hold |
402
| – | – | ﹤0.01% | 856 |
|
|
2022
Q4 | $15.4K | Hold |
402
| – | – | ﹤0.01% | 823 |
|
|
2022
Q3 | $14K | Buy |
402
+4
| +1% | +$139 | ﹤0.01% | 819 |
|
|
2022
Q2 | $14K | Buy |
398
+191
| +92% | +$6.72K | ﹤0.01% | 794 |
|
|
2022
Q1 | $10K | Sell |
207
-18
| -8% | -$870 | ﹤0.01% | 1077 |
|
|
2021
Q4 | $13K | Buy |
225
+18
| +9% | +$1.04K | ﹤0.01% | 956 |
|
|
2021
Q3 | $11K | Buy |
207
+37
| +22% | +$1.97K | ﹤0.01% | 1000 |
|
|
2021
Q2 | $8K | Buy |
170
+63
| +59% | +$2.97K | ﹤0.01% | 1067 |
|
|
2021
Q1 | $5K | Hold |
107
| – | – | ﹤0.01% | 1201 |
|
|
2020
Q4 | $4K | Hold |
107
| – | – | ﹤0.01% | 911 |
|
|
2020
Q3 | $2K | Hold |
107
| – | – | ﹤0.01% | 1057 |
|
|
2020
Q2 | $2K | Hold |
107
| – | – | ﹤0.01% | 1014 |
|
|
2020
Q1 | $2K | Hold |
107
| – | – | ﹤0.01% | 964 |
|
|
2019
Q4 | $3K | Hold |
107
| – | – | ﹤0.01% | 990 |
|
|
2019
Q3 | $3K | Hold |
107
| – | – | ﹤0.01% | 921 |
|
|
2019
Q2 | $3K | Hold |
107
| – | – | ﹤0.01% | 867 |
|
|
2019
Q1 | $3K | Hold |
107
| – | – | ﹤0.01% | 891 |
|
|
2018
Q4 | $3K | Hold |
107
| – | – | ﹤0.01% | 867 |
|
|
2018
Q3 | $4K | Hold |
107
| – | – | ﹤0.01% | 819 |
|
|
2018
Q2 | $4K | Hold |
107
| – | – | ﹤0.01% | 826 |
|
|
2018
Q1 | $4K | Hold |
107
| – | – | ﹤0.01% | 763 |
|
|
2017
Q4 | $3K | Hold |
107
| – | – | ﹤0.01% | 883 |
|
|
2017
Q3 | $3K | Hold |
107
| – | – | ﹤0.01% | 826 |
|
|
2017
Q2 | $3K | Hold |
107
| – | – | ﹤0.01% | 856 |
|
|
2017
Q1 | $3K | Hold |
107
| – | – | ﹤0.01% | 827 |
|
|
2016
Q4 | $3K | Hold |
107
| – | – | ﹤0.01% | 892 |
|
|
2016
Q3 | $2K | Hold |
107
| – | – | ﹤0.01% | 943 |
|
|
2016
Q2 | $2K | Buy |
+107
| New | +$2K | ﹤0.01% | 908 |
|