Wealthspire Advisors (Maryland)’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-137
| Closed | -$4K | – | 597 |
|
|
2019
Q1 | $4K | Buy |
137
+75
| +121% | +$2.19K | ﹤0.01% | 1883 |
|
|
2018
Q4 | $2K | Sell |
62
-37
| -37% | -$1.19K | ﹤0.01% | 2054 |
|
|
2018
Q3 | $3K | Hold |
99
| – | – | ﹤0.01% | 1997 |
|
|
2018
Q2 | $4K | Hold |
99
| – | – | ﹤0.01% | 1851 |
|
|
2018
Q1 | $4K | Buy |
99
+37
| +60% | +$1.5K | ﹤0.01% | 1880 |
|
|
2017
Q4 | $2K | Buy |
62
+44
| +244% | +$1.42K | ﹤0.01% | 2087 |
|
|
2017
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2060 |
|