Tiverton Asset Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-17,823
| Closed | -$722K | – | 414 |
|
|
2018
Q1 | $722K | Sell |
17,823
-53,372
| -75% | -$2.16M | 0.05% | 182 |
|
|
2017
Q4 | $2.13M | Sell |
71,195
-165,226
| -70% | -$4.94M | 0.13% | 136 |
|
|
2017
Q3 | $6.73M | Sell |
236,421
-13,343
| -5% | -$380K | 0.38% | 79 |
|
|
2017
Q2 | $5.92M | Sell |
249,764
-40,007
| -14% | -$949K | 0.32% | 99 |
|
|
2017
Q1 | $7.57M | Hold |
289,771
| – | – | 0.39% | 90 |
|
|
2016
Q4 | $8.27M | Hold |
289,771
| – | – | 0.49% | 79 |
|
|
2016
Q3 | $6.49M | Sell |
289,771
-25,983
| -8% | -$582K | 0.52% | 74 |
|
|
2016
Q2 | $745K | Buy |
315,754
+32,133
| +11% | +$75.8K | 0.03% | 149 |
|
|
2016
Q1 | $6.05M | Buy |
+283,621
| New | +$6.05M | 0.21% | 103 |
|