HBW Advisory Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,607
| Closed | -$269K | – | 260 |
|
|
2021
Q3 | $269K | Buy |
1,607
+109
| +7% | +$18.2K | 0.07% | 207 |
|
|
2021
Q2 | $248K | Buy |
+1,498
| New | +$248K | 0.07% | 210 |
|
|
2020
Q3 | – | Sell |
-4,542
| Closed | -$432K | – | 193 |
|
|
2020
Q2 | $432K | Sell |
4,542
-766
| -14% | -$72.9K | 0.2% | 118 |
|
|
2020
Q1 | $454K | Buy |
5,308
+537
| +11% | +$45.9K | 0.33% | 73 |
|
|
2019
Q4 | $594K | Buy |
+4,771
| New | +$594K | 0.35% | 68 |
|