Harfst & Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-23
| Closed | -$1K | – | 238 |
|
|
2017
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 280 |
|
|
2016
Q1 | – | Sell |
-570
| Closed | -$39K | – | 82 |
|
|
2015
Q4 | $39K | Hold |
570
| – | – | 0.02% | 187 |
|
|
2015
Q3 | $42K | Sell |
570
-240
| -30% | -$17.7K | 0.02% | 180 |
|
|
2015
Q2 | $63K | Buy |
+810
| New | +$63K | 0.04% | 160 |
|