Claybrook Capital’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 |
-1,354
| Closed | -$224K | – | 136 |
|
2021
Q2 | $224K | Buy |
+1,354
| New | +$224K | 0.07% | 157 |
|
2019
Q1 | – | Sell |
-309
| Closed | -$29K | – | 139 |
|
2018
Q4 | $29K | Sell |
309
-591
| -66% | -$55.5K | 0.01% | 307 |
|
2018
Q3 | $96K | Hold |
900
| – | – | 0.06% | 97 |
|
2018
Q2 | $88K | Hold |
900
| – | – | 0.06% | 95 |
|
2018
Q1 | $84K | Buy |
+900
| New | +$84K | 0.05% | 95 |
|