Alera Investment Advisors’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$318K	Sell	1,174 -72	-6%	-$19.5K	0.04%	200
2024 Q2	$289K	Buy	+1,246	New	+$289K	0.03%	202
2019 Q2	–	Sell	-525	Closed	-$57K	–	158
2019 Q1	$57K	Sell	525 -126	-19%	-$13.7K	0.03%	146
2018 Q4	$62K	Buy	+651	New	+$62K	0.04%	152