Halsey Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $728K | Buy |
+6,159
| New | +$728K | 0.12% | 76 |
|
|
2019
Q2 | – | Sell |
-6,159
| Closed | -$673K | – | 97 |
|
|
2019
Q1 | $673K | Hold |
6,159
| – | – | 0.11% | 75 |
|
|
2018
Q4 | $587K | Buy |
+6,159
| New | +$587K | 0.11% | 75 |
|
|
2018
Q2 | – | Sell |
-6,159
| Closed | -$574K | – | 90 |
|
|
2018
Q1 | $574K | Sell |
6,159
-150
| -2% | -$14K | 0.1% | 80 |
|
|
2017
Q4 | $627K | Buy |
+6,309
| New | +$627K | 0.11% | 78 |
|