Jolley Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-250
| Closed | -$24K | – | 71 |
|
|
2018
Q2 | $24K | Hold |
250
| – | – | 0.02% | 122 |
|
|
2018
Q1 | $23K | Hold |
250
| – | – | 0.01% | 130 |
|
|
2017
Q4 | $25K | Hold |
250
| – | – | 0.02% | 120 |
|
|
2017
Q3 | $23K | Hold |
250
| – | – | 0.02% | 123 |
|
|
2017
Q2 | $21K | Buy |
+250
| New | +$21K | 0.01% | 128 |
|