Keystone Financial Services (Colorado)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,645
| Closed | -$288K | – | 80 |
|
|
2022
Q4 | $288K | Buy |
1,645
+32
| +2% | +$5.6K | 0.15% | 62 |
|
|
2022
Q3 | $237K | Sell |
1,613
-53
| -3% | -$7.79K | 0.14% | 68 |
|
|
2022
Q2 | $253K | Buy |
1,666
+53
| +3% | +$8.05K | 0.14% | 69 |
|
|
2022
Q1 | $260K | Sell |
1,613
-996
| -38% | -$161K | 0.15% | 65 |
|
|
2021
Q4 | $427K | Buy |
+2,609
| New | +$427K | 0.22% | 55 |
|