YorkBridge Wealth Partners’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-500
| Closed | -$17K | – | 737 |
|
|
2018
Q3 | $17K | Hold |
500
| – | – | 0.01% | 549 |
|
|
2018
Q2 | $20K | Hold |
500
| – | – | 0.01% | 532 |
|
|
2018
Q1 | $21K | Hold |
500
| – | – | 0.01% | 506 |
|
|
2017
Q4 | $17K | Hold |
500
| – | – | 0.01% | 558 |
|
|
2017
Q3 | $14K | Hold |
500
| – | – | 0.01% | 597 |
|
|
2017
Q2 | $12K | Hold |
500
| – | – | 0.01% | 604 |
|
|
2017
Q1 | $12K | Hold |
500
| – | – | 0.01% | 593 |
|
|
2016
Q4 | $12K | Buy |
+500
| New | +$12K | 0.01% | 552 |
|