CWA
Clarus Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-24
| Closed | -$2K | – | 679 |
|
|
2018
Q4 | $2K | Sell |
24
-2,619
| -99% | -$218K | ﹤0.01% | 640 |
|
|
2018
Q3 | $281K | Buy |
2,643
+89
| +3% | +$9.46K | 0.18% | 78 |
|
|
2018
Q2 | $238K | Hold |
2,554
| – | – | 0.18% | 83 |
|
|
2018
Q1 | $238K | Buy |
+2,554
| New | +$238K | 0.22% | 83 |
|