Ergoteles’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,896
| Closed | -$2.46M | – | 1054 |
|
|
2023
Q1 | $2.46M | Buy |
+14,896
| New | +$2.46M | 0.1% | 217 |
|
|
2022
Q4 | – | Sell |
-52,066
| Closed | -$7.02M | – | 1448 |
|
|
2022
Q3 | $7.02M | Sell |
52,066
-34,664
| -40% | -$4.68M | 0.25% | 81 |
|
|
2022
Q2 | $12M | Buy |
+86,730
| New | +$12M | 0.36% | 72 |
|
|
2022
Q1 | – | Sell |
-40,728
| Closed | -$6.66M | – | 1214 |
|
|
2021
Q4 | $6.66M | Buy |
+40,728
| New | +$6.66M | 0.26% | 90 |
|
|
2021
Q1 | – | Sell |
-9,542
| Closed | -$1.15M | – | 800 |
|
|
2020
Q4 | $1.15M | Sell |
9,542
-27,458
| -74% | -$3.32M | 0.04% | 309 |
|
|
2020
Q3 | $3.71M | Buy |
+37,000
| New | +$3.71M | 0.49% | 40 |
|