LGC
Laurel Grove Capital’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,000
| Closed | -$296K | – | 97 |
|
|
2016
Q4 | $296K | Sell |
4,000
-3,400
| -46% | -$252K | 0.16% | 92 |
|
|
2016
Q3 | $474K | Hold |
7,400
| – | – | 0.27% | 76 |
|
|
2016
Q2 | $450K | Buy |
7,400
+550
| +8% | +$33.4K | 0.27% | 77 |
|
|
2016
Q1 | $421K | Sell |
6,850
-1,000
| -13% | -$61.5K | 0.24% | 82 |
|
|
2015
Q4 | $546K | Sell |
7,850
-951
| -11% | -$66.1K | 0.31% | 71 |
|
|
2015
Q3 | $652K | Sell |
8,801
-2,049
| -19% | -$152K | 0.37% | 67 |
|
|
2015
Q2 | $843K | Sell |
10,850
-15,400
| -59% | -$1.2M | 0.45% | 65 |
|
|
2015
Q1 | $2.05M | Buy |
+26,250
| New | +$2.05M | 1.1% | 33 |
|