Fairhaven 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,289
| Closed | -$285K | – | 79 |
|
|
2019
Q4 | $285K | Hold |
2,289
| – | – | 0.24% | 55 |
|
|
2019
Q3 | $271K | Sell |
2,289
-145
| -6% | -$17.2K | 0.25% | 53 |
|
|
2019
Q2 | $300K | Buy |
2,434
+17
| +0.7% | +$2.1K | 0.28% | 50 |
|
|
2019
Q1 | $264K | Buy |
2,417
+297
| +14% | +$32.4K | 0.25% | 60 |
|
|
2018
Q4 | $202K | Buy |
+2,120
| New | +$202K | 0.2% | 70 |
|