Fusion Family Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,521
| Closed | -$145K | – | 160 |
|
|
2018
Q4 | $145K | Sell |
1,521
-49
| -3% | -$4.67K | 0.04% | 71 |
|
|
2018
Q3 | $167K | Hold |
1,570
| – | – | 0.04% | 65 |
|
|
2018
Q2 | $154K | Buy |
1,570
+49
| +3% | +$4.81K | 0.04% | 71 |
|
|
2018
Q1 | $142K | Buy |
1,521
+52
| +4% | +$4.86K | 0.05% | 65 |
|
|
2017
Q4 | $146K | Buy |
+1,469
| New | +$146K | 0.04% | 84 |
|
|
2017
Q3 | – | Sell |
-1,752
| Closed | -$148K | – | 232 |
|
|
2017
Q2 | $148K | Sell |
1,752
-13
| -0.7% | -$1.1K | 0.05% | 82 |
|
|
2017
Q1 | $140K | Sell |
1,765
-412
| -19% | -$32.7K | 0.05% | 82 |
|
|
2016
Q4 | $167K | Buy |
+2,177
| New | +$167K | 0.1% | 74 |
|