Sit Investment Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-282
| Closed | -$47K | – | 479 |
|
|
2021
Q2 | $47K | Hold |
282
| – | – | ﹤0.01% | 510 |
|
|
2021
Q1 | $40K | Hold |
282
| – | – | ﹤0.01% | 511 |
|
|
2020
Q4 | $34K | Hold |
282
| – | – | ﹤0.01% | 507 |
|
|
2020
Q3 | $28K | Hold |
282
| – | – | ﹤0.01% | 504 |
|
|
2020
Q2 | $27K | Hold |
282
| – | – | ﹤0.01% | 511 |
|
|
2020
Q1 | $24K | Hold |
282
| – | – | ﹤0.01% | 521 |
|
|
2019
Q4 | $35K | Hold |
282
| – | – | ﹤0.01% | 503 |
|
|
2019
Q3 | $33K | Hold |
282
| – | – | ﹤0.01% | 506 |
|
|
2019
Q2 | $35K | Hold |
282
| – | – | ﹤0.01% | 519 |
|
|
2019
Q1 | $31K | Sell |
282
-50
| -15% | -$5.5K | ﹤0.01% | 523 |
|
|
2018
Q4 | $32K | Hold |
332
| – | – | ﹤0.01% | 524 |
|
|
2018
Q3 | $35K | Buy |
+332
| New | +$35K | ﹤0.01% | 518 |
|
|
2018
Q2 | – | Sell |
-60
| Closed | -$6K | – | 537 |
|
|
2018
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 532 |
|
|
2017
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 560 |
|
|
2017
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 578 |
|
|
2017
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 560 |
|
|
2013
Q3 | – | Sell |
-610
| Closed | -$46K | – | 444 |
|
|
2013
Q2 | $46K | Buy |
+610
| New | +$46K | ﹤0.01% | 434 |
|