Beacon Pointe Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $413K | Buy |
3,312
+151
| +5% | +$18.8K | 0.08% | 177 |
|
|
2019
Q3 | $374K | Hold |
3,161
| – | – | 0.08% | 183 |
|
|
2019
Q2 | $390K | Sell |
3,161
-300
| -9% | -$37K | 0.08% | 185 |
|
|
2019
Q1 | $378K | Hold |
3,461
| – | – | 0.09% | 178 |
|
|
2018
Q4 | $331K | Buy |
+3,461
| New | +$331K | 0.12% | 158 |
|