CPA
Clear Perspective Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $227K | Buy |
+1,388
| New | +$227K | 0.07% | 160 |
|
|
2020
Q1 | – | Sell |
-1,974
| Closed | -$246K | – | 112 |
|
|
2019
Q4 | $246K | Sell |
1,974
-72
| -4% | -$8.97K | 0.15% | 122 |
|
|
2019
Q3 | $286K | Sell |
2,046
-619
| -23% | -$86.5K | 0.13% | 112 |
|
|
2019
Q2 | $329K | Sell |
2,665
-231
| -8% | -$28.5K | 0.21% | 103 |
|
|
2019
Q1 | $324K | Buy |
+2,896
| New | +$324K | 0.23% | 103 |
|
|
2018
Q3 | – | Sell |
-1,870
| Closed | -$183K | – | 162 |
|
|
2018
Q2 | $183K | Buy |
1,870
+1
| +0.1% | +$98 | 0.13% | 139 |
|
|
2018
Q1 | $174K | Sell |
1,869
-92
| -5% | -$8.57K | 0.13% | 143 |
|
|
2017
Q4 | $195K | Sell |
1,961
-770
| -28% | -$76.6K | 0.15% | 134 |
|
|
2017
Q3 | $247K | Sell |
2,731
-1,287
| -32% | -$116K | 0.2% | 116 |
|
|
2017
Q2 | $338K | Sell |
4,018
-575
| -13% | -$48.4K | 0.28% | 86 |
|
|
2017
Q1 | $363K | Sell |
4,593
-100
| -2% | -$7.9K | 0.24% | 83 |
|
|
2016
Q4 | $348K | Buy |
+4,693
| New | +$348K | 0.23% | 91 |
|