Harvest Volatility Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,519
| Closed | -$961K | – | 21 |
|
|
2023
Q2 | $961K | Buy |
5,519
+208
| +4% | +$36.2K | 0.19% | 96 |
|
|
2023
Q1 | $863K | Sell |
5,311
-254
| -5% | -$41.3K | 0.17% | 106 |
|
|
2022
Q4 | $822K | Sell |
5,565
-1,199
| -18% | -$177K | 0.17% | 110 |
|
|
2022
Q3 | $932K | Buy |
6,764
+364
| +6% | +$50.2K | 0.16% | 109 |
|
|
2022
Q2 | $887K | Buy |
6,400
+515
| +9% | +$71.4K | 0.14% | 112 |
|
|
2022
Q1 | $1.1M | Buy |
5,885
+2,712
| +85% | +$507K | 0.12% | 115 |
|
|
2021
Q4 | $519 | Buy |
+3,173
| New | +$519 | ﹤0.01% | 127 |
|