USA Financial Formulas’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,939
| Closed | -$90K | – | 335 |
|
|
2022
Q1 | $90K | Sell |
1,939
-198
| -9% | -$9.19K | 0.1% | 102 |
|
|
2021
Q4 | $119K | Buy |
+2,137
| New | +$119K | 0.1% | 102 |
|
|
2021
Q2 | – | Sell |
-3,641
| Closed | -$171K | – | 378 |
|
|
2021
Q1 | $171K | Buy |
+3,641
| New | +$171K | 0.14% | 134 |
|
|
2018
Q4 | – | Sell |
-8,670
| Closed | -$355K | – | 319 |
|
|
2018
Q3 | $355K | Sell |
8,670
-1,075
| -11% | -$44K | 0.09% | 186 |
|
|
2018
Q2 | $395K | Hold |
9,745
| – | – | 0.1% | 185 |
|
|
2018
Q1 | $395K | Buy |
+9,745
| New | +$395K | 0.1% | 188 |
|