Kalos Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,095
| Closed | -$260K | – | 206 |
|
|
2019
Q4 | $260K | Buy |
2,095
+42
| +2% | +$5.21K | 0.09% | 165 |
|
|
2019
Q3 | $242K | Sell |
2,053
-102
| -5% | -$12K | 0.1% | 162 |
|
|
2019
Q2 | $266K | Buy |
+2,155
| New | +$266K | 0.12% | 159 |
|
|
2016
Q1 | – | Hold |
0
| – | -$9K | – | 172 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 386 |
|