Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-61
| Closed | -$10K | – | 185 |
|
|
2021
Q3 | $10K | Hold |
61
| – | – | ﹤0.01% | 392 |
|
|
2021
Q2 | $10K | Hold |
61
| – | – | ﹤0.01% | 404 |
|
|
2021
Q1 | $9K | Hold |
61
| – | – | ﹤0.01% | 423 |
|
|
2020
Q4 | $7K | Sell |
61
-574
| -90% | -$65.9K | ﹤0.01% | 389 |
|
|
2020
Q3 | $64K | Buy |
635
+30
| +5% | +$3.02K | 0.02% | 164 |
|
|
2020
Q2 | $58K | Buy |
+605
| New | +$58K | 0.02% | 133 |
|
|
2020
Q1 | – | Sell |
-95
| Closed | -$12K | – | 334 |
|
|
2019
Q4 | $12K | Buy |
+95
| New | +$12K | ﹤0.01% | 266 |
|
|
2019
Q3 | – | Sell |
-95
| Closed | -$12K | – | 484 |
|
|
2019
Q2 | $12K | Buy |
+95
| New | +$12K | 0.01% | 160 |
|