Harvest Group 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
Q2 | – | Sell |
-313
| Closed | -$26K | – | 496 |
|
|
2020
Q1 | $26K | Hold |
313
| – | – | 0.03% | 111 |
|
|
2019
Q4 | $38K | Hold |
313
| – | – | 0.03% | 91 |
|
|
2019
Q3 | $37K | Hold |
313
| – | – | 0.05% | 95 |
|
|
2019
Q2 | $38K | Sell |
313
-624
| -67% | -$75.8K | 0.05% | 87 |
|
|
2019
Q1 | $102K | Buy |
+937
| New | +$102K | 0.09% | 57 |
|