WCM
Windward Capital Management’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,705
| Closed | -$233K | – | 73 |
|
|
2019
Q4 | $233K | Sell |
7,705
-65
| -0.8% | -$1.97K | 0.02% | 78 |
|
|
2019
Q3 | $215K | Sell |
7,770
-233
| -3% | -$6.45K | 0.03% | 78 |
|
|
2019
Q2 | $218K | Sell |
8,003
-209
| -3% | -$5.69K | 0.03% | 78 |
|
|
2019
Q1 | $238K | Sell |
8,212
-75
| -0.9% | -$2.17K | 0.03% | 76 |
|
|
2018
Q4 | $209K | Sell |
8,287
-99
| -1% | -$2.5K | 0.03% | 77 |
|
|
2018
Q3 | $288K | Buy |
8,386
+3,469
| +71% | +$119K | 0.04% | 75 |
|
|
2018
Q2 | $201K | Sell |
4,917
-36
| -0.7% | -$1.47K | 0.03% | 79 |
|
|
2018
Q1 | $201K | Buy |
+4,953
| New | +$201K | 0.03% | 79 |
|
|
2017
Q1 | – | Sell |
-9,597
| Closed | -$274K | – | 82 |
|
|
2016
Q4 | $274K | Sell |
9,597
-58
| -0.6% | -$1.66K | 0.05% | 78 |
|
|
2016
Q3 | $216K | Buy |
+9,655
| New | +$216K | 0.04% | 88 |
|
|
2016
Q2 | – | Sell |
-10,038
| Closed | -$214K | – | 90 |
|
|
2016
Q1 | $214K | Sell |
10,038
-46
| -0.5% | -$981 | 0.04% | 91 |
|
|
2015
Q4 | $212K | Buy |
10,084
+7,540
| +296% | +$159K | 0.04% | 76 |
|
|
2015
Q3 | $328K | Buy |
2,544
+600
| +31% | +$77.4K | 0.09% | 60 |
|
|
2015
Q2 | $206K | Buy |
+1,944
| New | +$206K | 0.06% | 70 |
|