Wedbush Securities’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,898
| Closed | -$201K | – | 1176 |
|
|
2021
Q3 | $201K | Buy |
+3,898
| New | +$201K | 0.01% | 1070 |
|
|
2018
Q1 | – | Sell |
-7,925
| Closed | -$237K | – | 826 |
|
|
2017
Q4 | $237K | Sell |
7,925
-350
| -4% | -$10.5K | 0.03% | 642 |
|
|
2017
Q3 | $236K | Buy |
+8,275
| New | +$236K | 0.03% | 645 |
|
|
2016
Q2 | – | Sell |
-28,715
| Closed | -$613K | – | 792 |
|
|
2016
Q1 | $613K | Buy |
28,715
+9,584
| +50% | +$205K | 0.11% | 215 |
|
|
2015
Q4 | $403K | Buy |
19,131
+9,731
| +104% | +$205K | 0.07% | 316 |
|
|
2015
Q3 | $303K | Sell |
9,400
-2,128
| -18% | -$68.6K | 0.06% | 370 |
|
|
2015
Q2 | $305K | Buy |
+11,528
| New | +$305K | 0.06% | 427 |
|
|
2015
Q1 | – | Sell |
-11,880
| Closed | -$231K | – | 738 |
|
|
2014
Q4 | $231K | Buy |
11,880
+280
| +2% | +$5.44K | 0.04% | 502 |
|
|
2014
Q3 | $211K | Sell |
11,600
-2,800
| -19% | -$50.9K | 0.03% | 533 |
|
|
2014
Q2 | $264K | Sell |
14,400
-1,700
| -11% | -$31.2K | 0.04% | 439 |
|
|
2014
Q1 | $345K | Buy |
16,100
+1,200
| +8% | +$25.7K | 0.06% | 328 |
|
|
2013
Q4 | $292K | Buy |
+14,900
| New | +$292K | 0.07% | 345 |
|