TFM
TPI Fund Managers’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-52,781
| Closed | -$4.52M | – | 36 |
|
|
2020
Q1 | $4.52M | Sell |
52,781
-66,886
| -56% | -$5.73M | 1.37% | 28 |
|
|
2019
Q4 | $14.9M | Buy |
119,667
+28,310
| +31% | +$3.52M | 3.58% | 9 |
|
|
2019
Q3 | $10.8M | Buy |
91,357
+4,105
| +5% | +$486K | 3.08% | 12 |
|
|
2019
Q2 | $10.8M | Buy |
+87,252
| New | +$10.8M | 3.29% | 12 |
|