Fieldpoint Private Securities’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $90K | Sell |
648
-518
| -44% | -$71.9K | 0.03% | 387 |
|
|
2022
Q1 | $218K | Buy |
1,166
+98
| +9% | +$18.3K | 0.04% | 298 |
|
|
2021
Q4 | $175K | Buy |
1,068
+977
| +1,074% | +$160K | 0.03% | 343 |
|
|
2021
Q3 | $15K | Buy |
91
+20
| +28% | +$3.3K | ﹤0.01% | 900 |
|
|
2021
Q2 | $12K | Hold |
71
| – | – | ﹤0.01% | 957 |
|
|
2021
Q1 | $10K | Hold |
71
| – | – | ﹤0.01% | 996 |
|
|
2020
Q4 | $9K | Buy |
+71
| New | +$9K | ﹤0.01% | 940 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$1K | – | 266 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 627 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 688 |
|
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 703 |
|
|
2019
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 371 |
|
|
2018
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 378 |
|