Vantis Investment Advisers’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-30,300
| Closed | -$3.58M | – | 9 |
|
|
2019
Q3 | $3.58M | Buy |
+30,300
| New | +$3.58M | 1.89% | 15 |
|
|
2019
Q2 | – | Sell |
-30,300
| Closed | -$3.31M | – | 13 |
|
|
2019
Q1 | $3.31M | Buy |
+30,300
| New | +$3.31M | 2.76% | 9 |
|
|
2018
Q3 | – | Sell |
-30,300
| Closed | -$2.97M | – | 13 |
|
|
2018
Q2 | $2.97M | Hold |
30,300
| – | – | 1.39% | 13 |
|
|
2018
Q1 | $2.83M | Buy |
+30,300
| New | +$2.83M | 0.82% | 17 |
|