TFO Wealth Partners’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$162 | – | 123 |
|
|
2024
Q1 | $162 | Hold |
3
| – | – | ﹤0.01% | 538 |
|
|
2023
Q4 | $164 | Hold |
3
| – | – | ﹤0.01% | 699 |
|
|
2023
Q3 | $118 | Hold |
3
| – | – | ﹤0.01% | 950 |
|
|
2023
Q2 | $118 | Hold |
3
| – | – | ﹤0.01% | 631 |
|
|
2023
Q1 | $111 | Sell |
3
-2
| -40% | -$74 | ﹤0.01% | 623 |
|
|
2022
Q4 | $830 | Buy |
+5
| New | +$830 | ﹤0.01% | 400 |
|