Clearview Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-248
| Closed | -$43.3K | – | 157 |
|
|
2023
Q2 | $43.3K | Buy |
248
+11
| +5% | +$1.92K | 0.04% | 201 |
|
|
2023
Q1 | $39.2K | Buy |
237
+11
| +5% | +$1.82K | 0.04% | 211 |
|
|
2022
Q4 | $33.5K | Hold |
226
| – | – | 0.03% | 192 |
|
|
2022
Q3 | $30K | Buy |
226
+1
| +0.4% | +$133 | 0.02% | 208 |
|
|
2022
Q2 | $31K | Buy |
225
+1
| +0.4% | +$138 | 0.02% | 229 |
|
|
2022
Q1 | $42K | Hold |
224
| – | – | 0.03% | 216 |
|
|
2021
Q4 | $37K | Hold |
224
| – | – | 0.02% | 258 |
|
|
2021
Q3 | $37K | Buy |
224
+1
| +0.4% | +$165 | 0.02% | 265 |
|
|
2021
Q2 | $37K | Buy |
223
+1
| +0.5% | +$166 | 0.02% | 272 |
|
|
2021
Q1 | $31K | Buy |
222
+1
| +0.5% | +$140 | 0.02% | 280 |
|
|
2020
Q4 | $27K | Buy |
+221
| New | +$27K | 0.02% | 264 |
|