Truvestments Capital’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-110
| Closed | -$4K | – | 924 |
|
|
2022
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 479 |
|
|
2022
Q2 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 491 |
|
|
2022
Q1 | – | Sell |
-110
| Closed | -$6K | – | 212 |
|
|
2021
Q4 | $6K | Hold |
110
| – | – | ﹤0.01% | 451 |
|
|
2021
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 429 |
|
|
2021
Q2 | $5K | Sell |
110
-65
| -37% | -$2.96K | ﹤0.01% | 453 |
|
|
2021
Q1 | $8K | Hold |
175
| – | – | ﹤0.01% | 460 |
|
|
2020
Q4 | $6K | Buy |
+175
| New | +$6K | ﹤0.01% | 471 |
|
|
2020
Q3 | – | Sell |
-525
| Closed | -$11K | – | 342 |
|
|
2020
Q2 | $11K | Buy |
+525
| New | +$11K | 0.01% | 367 |
|
|
2019
Q4 | – | Sell |
-800
| Closed | -$22K | – | 174 |
|
|
2019
Q3 | $22K | Buy |
800
+409
| +105% | +$11.2K | 0.01% | 391 |
|
|
2019
Q2 | $11K | Hold |
391
| – | – | 0.01% | 515 |
|
|
2019
Q1 | $11K | Buy |
+391
| New | +$11K | 0.01% | 498 |
|
|
2018
Q3 | $26K | Buy |
+766
| New | +$26K | 0.01% | 472 |
|