CWS Financial Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,793
Closed -$280K 137
2020
Q3
$280K Hold
2,793
0.19% 97
2020
Q2
$266K Buy
2,793
+1,061
+61% +$101K 0.19% 104
2020
Q1
$216K Hold
1,732
0.16% 110
2019
Q4
$216K Buy
+1,732
New +$216K 0.16% 111