Industrial Alliance Investment 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
Q2 | – | Sell |
-22,294
| Closed | -$3.68M | – | 201 |
|
|
2023
Q1 | $3.68M | Buy |
22,294
+20,493
| +1,138% | +$3.38M | 0.1% | 164 |
|
|
2022
Q4 | $266K | Buy |
1,801
+144
| +9% | +$21.3K | 0.01% | 331 |
|
|
2022
Q3 | $224K | Sell |
1,657
-403
| -20% | -$54.5K | 0.01% | 330 |
|
|
2022
Q2 | $286K | Buy |
+2,060
| New | +$286K | 0.01% | 323 |
|
|
2022
Q1 | – | Sell |
-1,891
| Closed | -$309K | – | 416 |
|
|
2021
Q4 | $309K | Buy |
+1,891
| New | +$309K | 0.01% | 326 |
|