Ironwood Financial’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-343
| Closed | -$57K | – | 160 |
|
|
2021
Q3 | $57K | Hold |
343
| – | – | 0.02% | 190 |
|
|
2021
Q2 | $57K | Hold |
343
| – | – | 0.02% | 180 |
|
|
2021
Q1 | $49K | Hold |
343
| – | – | 0.02% | 175 |
|
|
2020
Q4 | $41K | Hold |
343
| – | – | 0.02% | 175 |
|
|
2020
Q3 | $34K | Hold |
343
| – | – | 0.02% | 140 |
|
|
2020
Q2 | $33K | Hold |
343
| – | – | 0.02% | 133 |
|
|
2020
Q1 | $29K | Sell |
343
-388
| -53% | -$32.8K | 0.02% | 119 |
|
|
2019
Q4 | $91K | Hold |
731
| – | – | 0.04% | 81 |
|
|
2019
Q3 | $86K | Hold |
731
| – | – | 0.04% | 83 |
|
|
2019
Q2 | $90K | Hold |
731
| – | – | 0.04% | 82 |
|
|
2019
Q1 | $80K | Hold |
731
| – | – | 0.04% | 86 |
|
|
2018
Q4 | $70K | Buy |
731
+119
| +19% | +$11.4K | 0.04% | 84 |
|
|
2018
Q3 | $65K | Buy |
+612
| New | +$65K | 0.03% | 89 |
|
|
2015
Q1 | – | Sell |
-4
| Closed | – | – | 330 |
|
|
2014
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 311 |
|