AGF Investments LLC’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-809
| Closed | -$77K | – | 555 |
|
|
2020
Q2 | $77K | Sell |
809
-323
| -29% | -$30.7K | 0.01% | 383 |
|
|
2020
Q1 | $97K | Buy |
1,132
+39
| +4% | +$3.34K | 0.01% | 397 |
|
|
2019
Q4 | $136K | Sell |
1,093
-465
| -30% | -$57.9K | 0.03% | 408 |
|
|
2019
Q3 | $184K | Sell |
1,558
-16
| -1% | -$1.89K | 0.04% | 349 |
|
|
2019
Q2 | $194K | Buy |
+1,574
| New | +$194K | 0.04% | 362 |
|
|
2019
Q1 | – | Sell |
-86
| Closed | -$8K | – | 631 |
|
|
2018
Q4 | $8K | Sell |
86
-164
| -66% | -$15.3K | ﹤0.01% | 572 |
|
|
2018
Q3 | $27K | Sell |
250
-114
| -31% | -$12.3K | ﹤0.01% | 488 |
|
|
2018
Q2 | $36 | Buy |
364
+77
| +27% | +$8 | ﹤0.01% | 477 |
|
|
2018
Q1 | $28K | Buy |
287
+83
| +41% | +$8.1K | ﹤0.01% | 413 |
|
|
2017
Q4 | $20K | Buy |
+204
| New | +$20K | ﹤0.01% | 431 |
|