Clear Perspective Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Sell |
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|
2019
Q3 | $286K | Sell |
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|
2019
Q2 | $329K | Sell |
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|
2019
Q1 | $324K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $183K | Buy |
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|
2018
Q1 | $174K | Sell |
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|
2017
Q4 | $195K | Sell |
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|
2017
Q3 | $247K | Sell |
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|
2017
Q2 | $338K | Sell |
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|
2017
Q1 | $363K | Sell |
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|
2016
Q4 | $348K | Buy |
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