BERGANKDV WEALTH MANAGEMENT, LLC – Axos Financial, Inc. Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$631,000
portfolio value
BERGANKDV WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.52%
quarter
Axos Financial, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.62% | 470 shares | -13K | $34.23 | 18.44K |
| Q2 2022 | share | Increase | +7.97% | 1.32K shares | -128K | $35.85 | 17.97K |
| Q1 2022 | share | Increase | +10.97% | 1.64K shares | -67K | $46.39 | 16.64K |
| Q4 2021 | share | Increase | +6.38% | 900 shares | 112K | $55.41 | 15.00K |
| Q3 2021 | share | Decrease | -1.18% | -169 shares | 65K | $51.54 | 14.10K |
| Q2 2021 | share | Increase | +2.09% | 292 shares | 5K | $46.39 | 14.27K |
| Q1 2021 | share | Decrease | -0.50% | -70 shares | 130K | $47.01 | 13.97K |
| Q4 2020 | share | Decrease | -0.28% | -39 shares | 199K | $37.53 | 14.04K |
| Q3 2020 | share | Decrease | -1.95% | -280 shares | 11K | $23.31 | 14.08K |
| Q2 2020 | share | Decrease | -0.14% | -20 shares | 56K | $22.08 | 14.36K |
| Q1 2020 | share | Increase | 0.00% | 14.38K shares | 261K | $18.13 | 14.38K |