AIS
Accurate Investment Solutions’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,848
| Closed | -$158K | – | 37 |
|
|
2020
Q1 | $158K | Buy |
1,848
+133
| +8% | +$11.4K | 0.13% | 108 |
|
|
2019
Q4 | $214K | Buy |
1,715
+1,675
| +4,188% | +$209K | 0.14% | 71 |
|
|
2019
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 267 |
|
|
2019
Q2 | $5K | Hold |
40
| – | – | ﹤0.01% | 267 |
|
|
2019
Q1 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 279 |
|
|
2018
Q1 | – | Sell |
-201
| Closed | -$20K | – | 484 |
|
|
2017
Q4 | $20K | Buy |
201
+1
| +0.5% | +$100 | 0.01% | 202 |
|
|
2017
Q3 | $18K | Buy |
+200
| New | +$18K | 0.01% | 212 |
|
|
2016
Q2 | – | Sell |
-2,455
| Closed | -$151K | – | 309 |
|
|
2016
Q1 | $151K | Buy |
+2,455
| New | +$151K | 0.14% | 64 |
|