BWM
Biltmore Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,422
| Closed | -$707K | – | 52 |
|
|
2018
Q4 | $707K | Sell |
7,422
-167
| -2% | -$15.9K | 0.78% | 16 |
|
|
2018
Q3 | $808K | Sell |
7,589
-2,307
| -23% | -$246K | 0.67% | 14 |
|
|
2018
Q2 | $970K | Buy |
9,896
+57
| +0.6% | +$5.59K | 0.88% | 13 |
|
|
2018
Q1 | $918K | Sell |
9,839
-145
| -1% | -$13.5K | 0.87% | 14 |
|
|
2017
Q4 | $992K | Buy |
9,984
+50
| +0.5% | +$4.97K | 0.89% | 13 |
|
|
2017
Q3 | $899K | Sell |
9,934
-207
| -2% | -$18.7K | 0.95% | 15 |
|
|
2017
Q2 | $854K | Buy |
10,141
+135
| +1% | +$11.4K | 0.96% | 15 |
|
|
2017
Q1 | $792K | Buy |
+10,006
| New | +$792K | 0.73% | 14 |
|