PFO
PMC FIG Opportunities’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,000
| Closed | -$825K | – | 24 |
|
|
2023
Q1 | $825K | Sell |
5,000
-1,000
| -17% | -$165K | 5.26% | 9 |
|
|
2022
Q4 | $887K | Sell |
6,000
-1,000
| -14% | -$148K | 4.41% | 11 |
|
|
2022
Q3 | $944K | Sell |
7,000
-1,000
| -13% | -$135K | 5.25% | 4 |
|
|
2022
Q2 | $1.11M | Buy |
+8,000
| New | +$1.11M | 6.24% | 4 |
|