Engrave Wealth Partners’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,148
Closed -$109K 86
2020
Q2
$109K Buy
1,148
+86
+8% +$8.17K 0.1% 72
2020
Q1
$90K Buy
1,062
+131
+14% +$11.1K 0.11% 66
2019
Q4
$115K Buy
+931
New +$115K 0.11% 68