Camarda Financial Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,788
| Closed | -$295K | – | 79 |
|
|
2021
Q2 | $295K | Hold |
1,788
| – | – | 0.18% | 74 |
|
|
2021
Q1 | $253K | Buy |
+1,788
| New | +$253K | 0.18% | 81 |
|
|
2019
Q3 | – | Sell |
-49
| Closed | -$6K | – | 75 |
|
|
2019
Q2 | $6K | Sell |
49
-192
| -80% | -$23.5K | 0.01% | 178 |
|
|
2019
Q1 | $26K | Buy |
+241
| New | +$26K | 0.05% | 115 |
|
|
2017
Q4 | – | Sell |
-287
| Closed | -$26K | – | 191 |
|
|
2017
Q3 | $26K | Hold |
287
| – | – | 0.03% | 131 |
|
|
2017
Q2 | $24K | Hold |
287
| – | – | 0.03% | 132 |
|
|
2017
Q1 | $23K | Hold |
287
| – | – | 0.02% | 131 |
|
|
2016
Q4 | $21K | Hold |
287
| – | – | 0.01% | 160 |
|
|
2016
Q3 | $18K | Hold |
287
| – | – | 0.01% | 147 |
|
|
2016
Q2 | $17K | Buy |
+287
| New | +$17K | 0.01% | 180 |
|
|
2016
Q1 | – | Sell |
-246
| Closed | -$17K | – | 260 |
|
|
2015
Q4 | $17K | Hold |
246
| – | – | 0.01% | 185 |
|
|
2015
Q3 | $18K | Hold |
246
| – | – | 0.01% | 129 |
|
|
2015
Q2 | $19K | Hold |
246
| – | – | 0.01% | 164 |
|
|
2015
Q1 | $19K | Buy |
+246
| New | +$19K | 0.01% | 188 |
|
|
2014
Q2 | – | Sell |
-19
| Closed | -$2K | – | 218 |
|
|
2014
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 174 |
|