Curi Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-33
| Closed | -$5K | – | 230 |
|
|
2022
Q2 | $5K | Sell |
33
-91
| -73% | -$13.8K | ﹤0.01% | 444 |
|
|
2022
Q1 | $23K | Buy |
124
+122
| +6,100% | +$22.6K | ﹤0.01% | 268 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 486 |
|
|
2021
Q1 | – | Sell |
-67
| Closed | -$8K | – | 129 |
|
|
2020
Q4 | $8K | Buy |
+67
| New | +$8K | 0.01% | 271 |
|