HC Financial Advisors’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 | $12K | Buy |
+85
| New | +$12K | 0.01% | 219 |
|
|
2022
Q1 | – | Sell |
-47
| Closed | -$8K | – | 312 |
|
|
2021
Q4 | $8K | Hold |
47
| – | – | ﹤0.01% | 260 |
|
|
2021
Q3 | $8K | Hold |
47
| – | – | ﹤0.01% | 250 |
|
|
2021
Q2 | $8K | Hold |
47
| – | – | ﹤0.01% | 261 |
|
|
2021
Q1 | $7K | Sell |
47
-863
| -95% | -$129K | ﹤0.01% | 275 |
|
|
2020
Q4 | $110K | Hold |
910
| – | – | 0.07% | 100 |
|
|
2020
Q3 | $91K | Hold |
910
| – | – | 0.07% | 92 |
|
|
2020
Q2 | $87K | Hold |
910
| – | – | 0.07% | 87 |
|
|
2020
Q1 | $78K | Buy |
+910
| New | +$78K | 0.07% | 91 |
|