TD Private Client Wealth’s Axos Financial AX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-202	Closed	-$11K	–	1222
2023 Q4	$11K	Sell	202 -215	-52%	-$11.7K	﹤0.01%	1035
2023 Q3	$15.8K	Sell	417 -13,174	-97%	-$499K	﹤0.01%	967
2023 Q2	$536K	Buy	13,591 +12,536	+1,188%	+$494K	0.02%	432
2023 Q1	$39K	Buy	+1,055	New	+$39K	﹤0.01%	824