FormulaFolio Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,969
| Closed | -$964K | – | 488 |
|
|
2020
Q4 | $964K | Sell |
7,969
-258
| -3% | -$31.2K | 0.02% | 322 |
|
|
2020
Q3 | $825K | Buy |
8,227
+5,323
| +183% | +$534K | 0.03% | 164 |
|
|
2020
Q2 | $276K | Buy |
+2,904
| New | +$276K | 0.01% | 245 |
|
|
2020
Q1 | – | Sell |
-1,673
| Closed | -$208K | – | 289 |
|
|
2019
Q4 | $208K | Buy |
+1,673
| New | +$208K | 0.01% | 348 |
|
|
2018
Q3 | – | Sell |
-6,703
| Closed | -$657K | – | 317 |
|
|
2018
Q2 | $657K | Buy |
+6,703
| New | +$657K | 0.03% | 176 |
|