SMG
Spectrum Management Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-66
| Closed | -$11K | – | 323 |
|
|
2021
Q3 | $11K | Buy |
66
+54
| +450% | +$9K | ﹤0.01% | 269 |
|
|
2021
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 231 |
|
|
2020
Q3 | – | Sell |
-506
| Closed | -$48K | – | 256 |
|
|
2020
Q2 | $48K | Hold |
506
| – | – | 0.01% | 148 |
|
|
2020
Q1 | $43K | Sell |
506
-670
| -57% | -$56.9K | 0.01% | 130 |
|
|
2019
Q4 | $146K | Hold |
1,176
| – | – | 0.06% | 109 |
|
|
2019
Q3 | $139K | Hold |
1,176
| – | – | 0.05% | 104 |
|
|
2019
Q2 | $145K | Buy |
+1,176
| New | +$145K | 0.04% | 110 |
|
|
2015
Q1 | – | Sell |
-4,914
| Closed | -$1.22M | – | 119 |
|
|
2014
Q4 | $1.22M | Buy |
4,914
+4,614
| +1,538% | +$1.14M | 0.53% | 19 |
|
|
2014
Q3 | $26K | Hold |
300
| – | – | 0.02% | 76 |
|
|
2014
Q2 | $28K | Hold |
300
| – | – | 0.02% | 77 |
|
|
2014
Q1 | $27K | Hold |
300
| – | – | 0.02% | 74 |
|
|
2013
Q4 | $27K | Buy |
+300
| New | +$27K | 0.02% | 76 |
|