JOYN Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,453
| Closed | -$305K | – | 112 |
|
|
2019
Q4 | $305K | Sell |
2,453
-133
| -5% | -$16.5K | 0.07% | 78 |
|
|
2019
Q3 | $306K | Buy |
2,586
+53
| +2% | +$6.27K | 0.07% | 76 |
|
|
2019
Q2 | $306K | Buy |
2,533
+27
| +1% | +$3.26K | 0.07% | 82 |
|
|
2019
Q1 | $274K | Sell |
2,506
-286
| -10% | -$31.3K | 0.06% | 78 |
|
|
2018
Q4 | $266K | Sell |
2,792
-499
| -15% | -$47.5K | 0.06% | 86 |
|
|
2018
Q3 | $350K | Sell |
3,291
-198
| -6% | -$21.1K | 0.07% | 78 |
|
|
2018
Q2 | $342K | Sell |
3,489
-1,574
| -31% | -$154K | 0.07% | 79 |
|
|
2018
Q1 | $472K | Sell |
5,063
-3,855
| -43% | -$359K | 0.1% | 71 |
|
|
2017
Q4 | $886K | Buy |
+8,918
| New | +$886K | 0.19% | 48 |
|