Brightworth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,781
| Closed | -$215K | – | 100 |
|
|
2020
Q4 | $215K | Buy |
+1,781
| New | +$215K | 0.02% | 92 |
|
|
2018
Q2 | – | Sell |
-2,669
| Closed | -$249K | – | 95 |
|
|
2018
Q1 | $249K | Sell |
2,669
-532
| -17% | -$49.6K | 0.06% | 100 |
|
|
2017
Q4 | $318K | Sell |
3,201
-640
| -17% | -$63.6K | 0.07% | 87 |
|
|
2017
Q3 | $347K | Buy |
+3,841
| New | +$347K | 0.08% | 87 |
|