Chicago Equity Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $271K | Buy |
+3,165
| New | +$271K | 0.03% | 552 |
|
|
2018
Q3 | – | Sell |
-2,700
| Closed | -$265K | – | 799 |
|
|
2018
Q2 | $265K | Buy |
+2,700
| New | +$265K | 0.01% | 759 |
|
|
2017
Q3 | – | Sell |
-14,880
| Closed | -$1.25M | – | 744 |
|
|
2017
Q2 | $1.25M | Sell |
14,880
-12,545
| -46% | -$1.06M | 0.03% | 459 |
|
|
2017
Q1 | $2.17M | Buy |
27,425
+16,845
| +159% | +$1.33M | 0.06% | 303 |
|
|
2016
Q4 | $784K | Buy |
+10,580
| New | +$784K | 0.02% | 508 |
|