KA
Kaizen Advisory’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $183K | Buy |
1,922
+205
| +12% | +$19.5K | 0.13% | 166 |
|
|
2018
Q3 | $183K | Hold |
1,717
| – | – | 0.1% | 166 |
|
|
2018
Q2 | $168K | Buy |
1,717
+1,023
| +147% | +$100K | 0.09% | 170 |
|
|
2018
Q1 | $65K | Hold |
694
| – | – | 0.06% | 162 |
|
|
2017
Q4 | $69K | Buy |
+694
| New | +$69K | 0.04% | 163 |
|