Value Partners’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-18,000
| Closed | -$580K | – | 16 |
|
|
2015
Q3 | $580K | Sell |
18,000
-10,000
| -36% | -$322K | 0.45% | 15 |
|
|
2015
Q2 | $740K | Hold |
28,000
| – | – | 0.37% | 14 |
|
|
2015
Q1 | $651K | Sell |
28,000
-22,000
| -44% | -$512K | 2.03% | 7 |
|
|
2014
Q4 | $973K | Buy |
+50,000
| New | +$973K | 1.59% | 19 |
|