Invictus RG’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-238
| Closed | -$22K | – | 262 |
|
|
2017
Q3 | $22K | Sell |
238
-871
| -79% | -$80.5K | 0.02% | 425 |
|
|
2017
Q2 | $93K | Buy |
1,109
+323
| +41% | +$27.1K | 0.07% | 402 |
|
|
2017
Q1 | $62K | Buy |
786
+175
| +29% | +$13.8K | 0.04% | 502 |
|
|
2016
Q4 | $45K | Sell |
611
-1,028
| -63% | -$75.7K | 0.03% | 465 |
|
|
2016
Q3 | $105K | Buy |
+1,639
| New | +$105K | 0.08% | 412 |
|
|
2016
Q2 | – | Sell |
-193
| Closed | -$12K | – | 617 |
|
|
2016
Q1 | $12K | Buy |
+193
| New | +$12K | 0.01% | 460 |
|