Aevitas Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,645
| Closed | -$205K | – | 95 |
|
|
2019
Q4 | $205K | Sell |
1,645
-149
| -8% | -$18.6K | 0.19% | 106 |
|
|
2019
Q3 | $212K | Sell |
1,794
-264
| -13% | -$31.2K | 0.21% | 102 |
|
|
2019
Q2 | $254K | Sell |
2,058
-1,488
| -42% | -$184K | 0.26% | 95 |
|
|
2019
Q1 | $387K | Buy |
3,546
+12
| +0.3% | +$1.31K | 0.34% | 74 |
|
|
2018
Q4 | $337K | Sell |
3,534
-885
| -20% | -$84.4K | 0.34% | 71 |
|
|
2018
Q3 | $471K | Buy |
4,419
+15
| +0.3% | +$1.6K | 0.43% | 65 |
|
|
2018
Q2 | $432K | Buy |
4,404
+14
| +0.3% | +$1.37K | 0.42% | 63 |
|
|
2018
Q1 | $409K | Sell |
4,390
-116
| -3% | -$10.8K | 0.41% | 64 |
|
|
2017
Q4 | $447K | Buy |
+4,506
| New | +$447K | 0.42% | 63 |
|