IAA
Ironsides Asset Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-36,450
| Closed | -$2.7M | – | 82 |
|
|
2016
Q4 | $2.7M | Hold |
36,450
| – | – | 0.74% | 30 |
|
|
2016
Q3 | $2.33M | Hold |
36,450
| – | – | 0.63% | 35 |
|
|
2016
Q2 | $2.23M | Hold |
36,450
| – | – | 0.68% | 31 |
|
|
2016
Q1 | $2.24M | Sell |
36,450
-160
| -0.4% | -$9.82K | 0.56% | 44 |
|
|
2015
Q4 | $2.55M | Sell |
36,610
-1,655
| -4% | -$115K | 0.68% | 33 |
|
|
2015
Q3 | $2.84M | Buy |
38,265
+702
| +2% | +$52K | 0.79% | 25 |
|
|
2015
Q2 | $2.92M | Buy |
37,563
+613
| +2% | +$47.6K | 0.83% | 22 |
|
|
2015
Q1 | $2.89M | Buy |
36,950
+1,711
| +5% | +$134K | 0.78% | 25 |
|
|
2014
Q4 | $3.28M | Sell |
35,239
-45
| -0.1% | -$4.19K | 0.9% | 23 |
|
|
2014
Q3 | $3.09M | Buy |
35,284
+369
| +1% | +$32.3K | 0.9% | 22 |
|
|
2014
Q2 | $3.31M | Buy |
+34,915
| New | +$3.31M | 0.96% | 20 |
|