GIA
Gargoyle Investment Advisor’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,849
| Closed | -$914K | – | 174 |
|
|
2017
Q2 | $914K | Sell |
10,849
-300
| -3% | -$25.3K | 0.36% | 84 |
|
|
2017
Q1 | $881K | Hold |
11,149
| – | – | 0.34% | 91 |
|
|
2016
Q4 | $825K | Buy |
11,149
+7,149
| +179% | +$529K | 0.32% | 96 |
|
|
2016
Q3 | $256K | Hold |
4,000
| – | – | 0.1% | 174 |
|
|
2016
Q2 | $243K | Hold |
4,000
| – | – | 0.09% | 184 |
|
|
2016
Q1 | $246K | Buy |
+4,000
| New | +$246K | 0.08% | 190 |
|